#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 Om hvorfor SanDisk krasjet: 1. Alle de gode nyhetene har blitt offentliggjort, men de økonomiske rapportene er faktisk solgt SanDisks siste finansrapport viser at inntekter og overskudd langt overgår forventningene, og selskapet har også lansert en storskala tilbakekjøpsplan på 14 milliarder dollar. Kapitalmarkedet har imidlertid lenge tatt høyde for gevinster fra prisøkninger på forhånd, noe som er et typisk tilfelle av «kjøpsforventninger, salgsfakta». Etter å ha levert imponerende resultater, uten høyere og bedre enn forventet positive utviklinger, tok flytende overskuddsfond umiddelbart overskudd og trakk seg ut. ​ 2. Store koreanske lagringsselskaper øker produksjonen i stor skala, noe som skaper frykt for overforsyning Samsung og SK Hynix har kunngjort langsiktige, massive kapasitetsutvidelsesplaner, og bygger nye waferfabrikker for å øke NAND-flashkapasiteten. Markedet spår at flashminnekapasiteten vil være konsentrert i 2027-2028, og de nåværende høye prisene og ultrahøye bruttomarginene på NAND-brikker er vanskelige å opprettholde på lang sikt, noe som direkte skader SanDisks fremtidige fortjenesteforventninger. #闪迪投资者日后股价大涨 gjenstår langsiktige mål å verifisere ​ 3. Følelsesmessig smitte over hele lagringssektoren SK Hynix, Samsung og Micron opplevde alle kraftige korreksjoner i rekkefølge, med pessimisme som spredte seg over natten til amerikanske aksjer. Lagringssektoren stupte kollektivt, og SanDisk, som leder i NAND, ble også solgt ut. Markedet er iboende et mønster der lange nedganger fører til oppgang; lange oppganger fører til nedgang. Nå er ikke tiden for bunnfiske, så alle bør være forsiktige med å kjøpe langt. #闪迪收涨逾8 % langsiktige avtaler er under gransking