Innlegg

#SandiskJoinsSP100 Sandisk is about to gain a new kind of buyer 👀 Sandisk jumped 10.99% ahead of joining the S&P 100, where passive funds tracking the index may be forced to add exposure. What caught my attention is the timing. AI storage demand already helped drive its huge 2026 run, and index inclusion now adds a flow catalyst on top. The real test starts after Sep 21. Passive buying can support the stock, but earnings growth must eventually justify the price.