#SandiskValuationSplit

$SNDK macro cycle of easy exponential gains has officially closed. Down over 99% from peak levels, structural unlock emissions and continuous leverage unwinds keep retail capital trapped beneath heavy supply walls. While narrative peers like $BICO,$BEAT, $ALLO ,$KAITO , and $APR capitalized on returning market liquidity to construct solid recovery setups,$SNDK continues to bleed witUntil smart money shows clear spot accumulation #XiaomiEarningsWatch #30YYieldHits2007High #SanDiskLongTermDeals

$SNDK shows that there was heavy selling pressure in the first ten minutes after the market opened, but it was all absorbed, indicating that the pullback ends here. Today, it is highly likely to push towards 1800. I don't understand, I have a short position around 1731, and I feel it's a pity to take profit because I can't predict the rise or fall. In my view, the current selling pressure on the market has been absorbed#XiaomiQ2Earnings #30YYieldHits2007High #SanDiskLongTermDeals

Sandisk’s reversal from an Investor Day gain of more than 8% to a decline of as much as 9.18% after the Aug. 18 open looks less like a verdict on one company than a sector-wide reassessment: Micron, Western Digital, Seagate and SK Hynix also lost over 7%. The valuation split is clear. Deals lasting up to five years could improve revenue visibility, while AI and HBM demand may support stronger margins beyond the usual memory cycle. But long-term targets only deserve a premium if they translate into durable cash returns. For now, the market appears to be raising the burden of proof across storage, not abandoning the thesis entirely. Not advice, just analysis. #SandiskValuationSplit

SNDK remains highly volatile after its recent surge. Today’s move has brought it back toward the $1,600 area, which is an important near-term level. Simple view: Above ~$1,600 → rebound can stay intact. Below it → $1,500 becomes the next downside area to watch. After such a large run, taking some profit can reduce risk. The longer-term AI/storage story remains strong, but the stock can still swing sharply.

⚠️ $SNDK JUST HIT THE BRAKES SanDisk fell back below $1,700 today, ending a six-day winning streak after its explosive August rally. The long-term storage story remains strong, but momentum is being tested. After such a massive run, the question is no longer: “Can SNDK rally?” It's: How much of the good news is already priced in? 🔥 Continuation or 🩸 profit-taking? #XiaomiQ2Earnings #30YYieldHits2007High

$SNDK shows that there was heavy selling pressure in the first ten minutes after the market opened, but it was all absorbed, indicating that the pullback ends here. Today, it is highly likely to push towards 1800. I don't understand, I have a short position around 1731, and I feel it's a pity to take profit because I can't predict the rise or fall. In my view, the current selling pressure on the market has been absorbed, #XiaomiQ2Earnings #30YYieldHits2007High #SanDiskLongTermDeals

$SNDK shows that there was heavy selling pressure in the first ten minutes after the market opened, but it was all absorbed, indicating that the pullback ends here. Today, it is highly likely to push towards 1800. I don't understand, I have a short position around 1731, and I feel it's a pity to take profit because I can't predict the rise or fall. In my view, the current selling pressure on the market has been absorbed, #XiaomiQ2Earnings #30YYieldHits2007High #SanDiskLongTermDeals

$SNDK overall pre-market in the US stock market dropped quite a bit today. My short position also returned to break-even profit, from despair yesterday to a calm mood today. It should be that the long positions were closed to take profits. Recently, in just a few days, the index went from forming a big dip to breaking new highs in just a week, and the profit-taking is obviou#XiaomiEarningsWatch #30YYieldHits2007High #SanDiskLongTermDeals

$SNDK overall pre-market in the US stock market dropped quite a bit today. My short position also returned to break-even profit, from despair yesterday to a calm mood today. It should be that the long positions were closed to take profits. Recently, in just a few days, the index went from forming a big dip to breaking new highs in just a week, and the profit-taking is obvious. #XiaomiEarningsWatch #30YYieldHits2007High #SanDiskLongTermDeals

$SNDK عن سبب تعطل SanDisk: 1. تم نشر كل الأخبار السارة، لكن التقارير المالية تم بيعها فعليا يظهر التقرير المالي الأخير لسانديسك أن الإيرادات والأرباح تجاوزت التوقعات بكثير، كما أطلقت خطة إعادة شراء واسعة النطاق بقيمة 14 مليار دولار. ومع ذلك، لطالما أخذ سوق رأس المال في الاعتبار الأرباح الناتجة عن ارتفاع الأسعار مسبقا، وهو حالة نموذجية ل "شراء التوقعات، بيع الحقائق." بعد تحقيق نتائج مبهرة، دون تطورات إيجابية أعلى وأفضل من المتوقع، قامت صناديق الأرباح العائمة فورا بتحقيق أرباح وخرجت. ​ 2. توسع شركات التخزين الكورية الكبرى الإنتاج على نطاق واسع، مما يسبب مخاوف من فائض العرض أعلنت سامسونج وSK Hynix عن خطط طويلة الأمد لتوسيع الطاقة الإنتاجية الضخمة، حيث تبني مصانع رقائق جديدة لزيادة سعة NAND flash. يتوقع السوق أن سعة ذاكرة الفلاش ستتركز في الفترة 2027-2028، وأن السعر المرتفع الحالي وهوامش الربح الإجمالية العالية جدا لشرائح NAND يصعب الحفاظ عليهما على المدى الطويل، مما يضر مباشرة بتوقعات الربح المستقبلية لسانديسك. #闪迪投资者日后股价大涨، لا تزال الأهداف طويلة الأمد بحاجة للتحقق منها ​ 3. العدوى العاطفية عبر قطاع التخزين بأكمله شهدت SK Hynix وSamsung وMicron تصحيحات حادة متتالية، مع انتشار التشاؤم بين عشية وضحاها إلى الأسهم الأمريكية. هبط قطاع التخزين بشكل جماعي، كما تم بيع SanDisk، كقائد NAND، أيضا. السوق بطبيعته نمط يؤدي فيه الانخفاضات الطويلة إلى ارتفاعات؛ والارتفاعات الطويلة تؤدي إلى انخفاضات. الآن ليس وقت الصيد في القاع، لذا يجب على الجميع أن يكونوا حذرين عند الشراء بسعر طويل. #闪迪收涨逾8٪، الاتفاقيات طويلة الأمد تخضع للتدقيق