I'm buying this dip. The recent selloff honestly doesn't make much sense to me. The long-term story hasn't changed, and I'm looking at this weakness as an opportunity rather than a reason to panic. AI infrastructure demand, data center growth, and the need for higher-capacity storage are still the bigger drivers here. Short-term volatility is normal, especially after a strong run, but I'm focused on where the business can be over the next few years. I still believe $SanDisk Corp.(SNDK)$ has the potential to become a $3,000 stock if execution continues and the market starts properly valuing the opportunity. For now, I'm sitting back and watching the story play out.
$SanDisk Corp.(SNDK)$ Not really paying attention to how the market is reacting to SNDK. I'm still incredibly bullish here. Added to my position again today. This one looks ready for another serious momentum melt-up. The company now has $15.5 billion committed to share buybacks. They spent $4.5 billion in CY Q2 2026, and the stock ripped +257.9% in a single quarter as a result. If they're going to be spending $5 billion each quarter over the next three quarters on buybacks, I'm curious what that does to the stock from here. Feels like this one is about to take off.
$SanDisk Corp.(SNDK)$ Management has been guiding pretty conservatively compared to where revenue ends up, especially in the last three quarters where the beats have been quite substantial.
$SanDisk Corp.(SNDK)$ Out of this world earnings, revenues, forward guidance, increased margins, $14B stock buyback. Does it or can it really be any better? This is so overwhelmingly good, yet the market manipulators are allowed to continue their criminal shenanigans. This should be well on its way back to all time highs right now. Holding and buying more.
$SanDisk Corp.(SNDK)$ It's been beaten down around 60% from the highs, even after bouncing back a bit. We all know it tends to smash expectations, it always does. So from where I stand, it's probably heading north pretty soon.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Buy low, sell high. Turned 146k into 330k, so a profit of over 184k. I bought 100 call contracts on 7/28 and sold today at the peak. Nice profit in under a week. My thesis was simple: semis were way undervalued, and the hyperscaler earnings reports would show the sell-off was overblown. Now SNDK reports tomorrow, so I loaded up 300 shares to ride the wave up to 2k/share.
$Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$ That was a pretty amazing earnings report and guidance. Whatever Wall Street does with the share price short term doesn't change much for me. Long term holders are likely happy and adding here. I think $Advanced Micro Devices(AMD)$ could easily surpass $1 trillion market cap five years from now. Loading up on good companies with strong demand over the next several years and holding is the way to go.
SK Hynix, $Micron Technology(MU)$ , and Samsung have already sold out their 2027 DRAM/HBM capacity. On the NAND side, $SanDisk Corp.(SNDK)$ , Samsung, and Micron's current annual capacity is also sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026. Customers are only getting allocated 60-70% of the volumes they initially requested. Industry insiders are pointing to 2027 as the most severe moment of memory shortage. Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery. Source is Digitimes, citing industry sources. Hard to take those "oversupply" calls for early-to-mid 2027 seriously when capacity is already fully book