#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 Về lý do tại sao SanDisk giảm mạnh: 1. Tin tốt đã phản ánh hết, báo cáo tài chính công bố lại bị bán tháo Báo cáo tài chính mới nhất của SanDisk với doanh thu và lợi nhuận vượt xa kỳ vọng, đồng thời công bố kế hoạch mua lại cổ phiếu lớn trị giá 14 tỷ USD. Nhưng thị trường vốn đã tính trước lợi ích từ việc tăng giá vào giá cổ phiếu, thuộc dạng "mua kỳ vọng, bán sự thật" điển hình. Sau khi kết quả ấn tượng được xác nhận, không có tin tốt vượt kỳ vọng cao hơn, vốn lợi nhuận nổi trực tiếp rút ra. 2. Các nhà sản xuất bộ nhớ lớn Hàn Quốc mở rộng sản xuất quy mô lớn, lo ngại cung vượt cầu Samsung, SK Hynix công bố kế hoạch mở rộng sản xuất lớn dài hạn, xây dựng nhà máy wafer mới tăng công suất NAND flash. Thị trường dự đoán công suất flash sẽ tập trung được giải phóng vào 2027-2028, giá NAND hiện tại cao và biên lợi nhuận cực cao khó duy trì lâu dài, trực tiếp đè nặng kỳ vọng lợi nhuận tương lai của SanDisk. #闪迪投资者日后股价大涨，长期目标待验证 3. Tâm lý toàn bộ ngành lưu trữ bị lây lan SK Hynix, Samsung, Micron liên tiếp điều chỉnh giảm mạnh, tâm lý bi quan lan sang thị trường chứng khoán Mỹ qua đêm, ngành lưu trữ đồng loạt giảm sâu, SanDisk là đầu ngành NAND cũng bị bán tháo theo. Thị trường vốn dĩ là giảm lâu sẽ tăng, tăng lâu sẽ giảm, hiện chưa phải lúc để bắt đáy, mọi người nên thận trọng khi mua vào. #闪迪收涨逾8%，长期协议受关注