#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 À propos de la chute brutale de SanDisk : 1. Les bonnes nouvelles sont déjà intégrées, la publication des résultats entraîne une vente Le dernier rapport financier de SanDisk montre des revenus et des bénéfices largement supérieurs aux attentes, avec en plus un plan de rachat d'actions de 14 milliards de dollars. Mais le marché avait déjà anticipé ces gains liés à la hausse des prix dans le cours de l'action, c'est un cas typique de « acheter sur les attentes, vendre sur les faits ». Après la confirmation des résultats impressionnants, sans nouvelles bonnes surprises, les gains latents ont été réalisés et les fonds sont sortis. 2. Les grands fabricants de mémoire coréens augmentent massivement leur production, crainte d'un excès d'offre Samsung et SK Hynix ont annoncé des plans d'expansion à long terme très importants, avec la construction de nouvelles usines de wafers pour augmenter la capacité de production de mémoire NAND flash. Le marché anticipe une libération concentrée de la capacité de mémoire flash en 2027-2028, ce qui rend difficile le maintien à long terme des prix élevés et des marges très élevées des puces NAND, ce qui pèse directement sur les perspectives de bénéfices futurs de SanDisk. #闪迪投资者日后股价大涨，长期目标待验证 3. Contagion de la mauvaise humeur dans tout le secteur du stockage SK Hynix, Samsung et Micron ont tous connu de fortes corrections, le sentiment pessimiste s'est propagé au marché américain pendant la nuit, le secteur du stockage a chuté collectivement, et SanDisk, en tant que leader du NAND, a été vendu en même temps. Le marché est par nature cyclique, ce qui baisse longtemps finit par monter, ce qui monte longtemps finit par baisser, ce n'est pas encore le moment d'acheter à bas prix, soyez prudents dans vos achats. #闪迪收涨逾8%，长期协议受关注