Up about 1,000% in a year, and fresh blocks just picked up 400 of the $900 calls expiring in 2027. Worth noting: this is the HDD business, the NAND part was spun off as SNDK. $Western Digital(WDC)$  is the cheap, mass-storage backbone for AI infrastructure. Moving averages are stacked, and the uptrend is intact.

$SanDisk Corp.(SNDK)$  This stock has strong momentum, finally trading inside the upper Bollinger band and possibly closing inside the upper band (under $2080) for its third day.

$SanDisk Corp.(SNDK)$  This stock is unstoppable.

Western Digital, Seagate Technology, and Sandisk continue to push into fresh all-time highs as momentum remains strong across the storage sector heading into Micron Technology's earnings next week. What's even more notable is that the strength hasn't faded yet. There's a case to be made that these names could have further upside if the trend continues. Targets I'm watching: * $Western Digital(WDC)$  → $850 * $Seagate Technology PLC(STX)$  → $1,250 * $SanDisk Corp.(SNDK)$  → $2,400 Storage remains one of the most powerful leadership themes in the current market cycle.

$SanDisk Corp.(SNDK)$  I held my call. This could be an epic run.

Looking at the list of the top 20 fastest-growing AI infrastructure companies, a few names really stand out. $Lumentum(LITE)$  (Lumentum) is up 56%, $Applied Optoelectronics(AAOI)$  (Applied Optoelectronics) is up 111%, $SanDisk Corp.(SNDK)$  (Sandisk) is up 110%, $IREN Ltd(IREN)$  is up 95%, and $SUPER MICRO COMPUTER INC(SMCI)$  (Super Micro Computer) is up 82%. This list shows the AI era is about much more than just GPU chips. Optical fabrics and ultra-fast storage are the real unsung heroes. The massive growth of AAOI (111%) and LITE (56%) highlights

$SanDisk Corp.(SNDK)$ A few key points to consider. The $42 billion in contracted AI-related revenue, along with the shift in pricing terms, gives Sandisk more predictable demand and earnings visibility. Moving forward, it's worth watching how much of the future contract volume is tied to AI workloads, the renewal rates on existing deals, and how the $1,980.10 price tracks against earnings and cash flow over time.

$SanDisk Corp.(SNDK)$ Leopold Aschenbrenner is reportedly up nearly 700% on his position after disclosing a $12.9M stake. He initially reported the position back in Nov 2025 when shares were around $250. The big picture takeaway is that this is another example of how timing and early positioning in semis can massively compound when the cycle expands. Momentum has clearly been strong since then, but the key question now is how much of the move is already priced in after such a vertical run.

$SanDisk Corp.(SNDK)$  An absolute monster. Hit a new all-time high. It's up roughly 700% from my first entry. I haven't even considered trimming—holding through this add-back has felt effortless. Momentum and structure still seem to be saying "let it ride."

$SanDisk Corp.(SNDK)$  Now I want more. $2000 is less than 7% away.

$SanDisk Corp.(SNDK)$  This stock could go back to around $1200, like it was just a few weeks ago.

$SanDisk Corp.(SNDK)$ What the technicals are showing Because of those solid fundamentals, the big funds are using this broad market correction to accumulate shares, not dump them. While the broader Philadelphia Semiconductor Index ($Philadelphia Semiconductor Index(SOX)$ ) has been pulling back from overbought territory, SanDisk's Relative Strength Index (RSI) has quickly cooled to a perfectly healthy, neutral 58. It's consolidating nicely in the $1,600 to $1,670 range after tapping its all-time high of $1,831 on June 3rd. It has only slipped a minor single-digit percentage from the very top, while other high-fliers are bleeding double digits. When a stock refuses to go down on bad macro news, i

$SanDisk Corp.(SNDK)$  The market is down over 1%, but this is still green. Interesting... I like it.

Many people ask where to start—this is a core watchlist for the next pullback. Memory / Semiconductor Core: $Micron Technology(MU)$  for AI memory cycle leverage; $SanDisk Corp.(SNDK)$  for NAND and storage expansion tailwind; $Applied Materials(AMAT)$  as the equipment backbone of the semiconductor buildout; $Aehr Test(AEHR)$  for picks-and-shovels exposure to SiC and burn-in testing. This is the infrastructure layer of the AI supercycle. When pullbacks hit, this is where smart capital tends to accumulate first, before the next expansion leg.

$SanDisk Corp.(SNDK)$  Just 100 more to hit the ATH... that should be easy for this stock that the whole world is watching and buying.

$SanDisk Corp.(SNDK)$  Over 1700 today, and the bears are still fighting the uptrend channel. Good luck with that. More squeeze likely on the way.

$SanDisk Corp.(SNDK)$ Just reiterating, even after two big upgrades today, my price target is still the highest on the street at $5000.

The company is locking in long-term deals at scale. TrendForce reports that five contracts (3–5 years) will cover over a third of FY27 bit shipments, likely rising to 50% as more deals close. The Q2 FY26 contracts alone have a minimum value of $42B. These are structurally different—stronger binding, a mix of fixed and variable pricing, prepayments of 10–30%, and billions posted as collateral if purchase obligations aren’t met. AI demand is reshaping the memory sector, and $SanDisk Corp.(SNDK)$  is positioning itself to capture it.

Here's a tier list of stock performance one month post-earnings. S Tier: $SanDisk Corp.(SNDK)$  +31.4% – absolute steamroller. $Alphabet(GOOGL)$  -7.2% – the $80B raise dragged, but the AI thesis remains intact. A Tier: $Advanced Micro Devices(AMD)$  +28.1% – powering the AI stack. $Palantir Technologies Inc.(PLTR)$  +3.6% – stealthy government/data wins. $Meta Platforms, Inc.(META)$  +3.1% – slow grind, still has AI exposure. Directionally, the earnings read-through feels positive. It's a small sample, but Apple's inclusion in the AI trade is showing. A

$SanDisk Corp.(SNDK)$ This has been one of the cleanest swing trading setups I've seen in weeks. Every meaningful pullback has attracted buyers, and the trend keeps repairing itself before bears can build any real momentum. That's usually a sign institutions are accumulating rather than chasing. The reason I keep coming back to this name is simple: the stock isn't making traders work hard. Respect support, buy the weakness, manage risk, and let the trend do the heavy lifting. Not many charts are this cooperative right now.