SanDisk joins the S&P 100 on Sept. 21. Its own July shows what forced flows do
SanDisk enters the S&P 100 on Sept. 21. The announcement pop is already gone, and July showed what price-insensitive flows do to a stock down 28% this quarter.
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8 articles
TECHi reporting and analysis covering Sandisk. 8 articles, newest first.
Situational Awareness’s 13Fs show a shift from chip puts to AI stocks
Situational Awareness’s filings show a shift in disclosed holdings and heavy SanDisk–Micron concentration. They do not reveal the fund’s full net exposure.
The AI Memory Crunch Reached Your iPhone. Sandisk and Micron Cashed In.
Apple's Tim Cook calls memory price hikes 'unavoidable' as AI demand spikes NAND and DRAM. Why Sandisk and Micron jumped — and the risk after a huge run.
Sandisk's $2,300 Question: Pricing Visibility or Hype?
Sandisk's rally now hinges on pricing visibility, not just AI storage demand. Barclays, Melius and SEC filings show why SNDK's test is duration.
Sandisk Stock’s $511 Million Warning: Moat or Pull-Forward Trap?
Sandisk stock is riding AI storage demand, but $511M in customer advances raises a sharper question: moat or pull-forward trap?
Sandisk Stock’s AI Trade Is Data Exhaust
Sandisk stock is being priced as an AI storage winner. The sharper question is whether agent memory turns NAND into contracted infrastructure.
Sandisk, Micron, AMD and AAOI Show the New Risk in AI Stocks
Sandisk, Micron, AMD and AAOI have surged with AI infrastructure demand. The risk now is valuation, expectations and supply-cycle pressure.
Sandisk's 30x Year: How a Panicked $28 Spin-Off Became a $125 Billion NAND Supercycle Winner
Sandisk is up 30x from its April 2025 post-spin-off low of $27.89 to an $851.77 April 10 close. The NAND shortage, Q2 FY26 print, and HBF option fully...