SNDK Sandisk Corporation Common Stock Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
09:43
05 авг
05 авг
Memory demand far outpaces supply; buy producers
Buy memory-exposed names as structural supply/demand imbalance — ~200%/yr demand growth vs. ~20%/yr supply growth — drives sustained memory price increases, directly benefiting DRAM producers and NAND/flash players.
Сред.
06:38
05 авг
05 авг
CXMT pricing parity lifts memory incumbents
Buy SNDK alongside memory incumbents — CXMT's failure to undercut on price and looming ban risk reduce competitive pressure from Chinese memory suppliers, benefiting established players.
Сред.
05:58
05 авг
05 авг
Author promotes a webinar on AI networking with multiple tickers mentioned as promotional.
Author promotes a webinar on AI networking with multiple tickers mentioned as promotional context, not a directional position or trade idea.
Низ.
01:39
05 авг
05 авг
SNDK below EMA21, flagged as cycle laggard
Author flags SNDK as still trading below the EMA21 in the post-liquidation recovery, citing it as an example of a cycle laggard versus momentum leaders, with no explicit directional commitment.
Низ.
23:39
04 авг
04 авг
SNDK named pre-earnings, no directional call
Flags SNDK as the obvious memory stock ahead of tomorrow's earnings; the swing is a gamble and no directional stance is taken.
Низ.
20:00
04 авг
04 авг
Major memory producers (Micron, Samsung, SK Hynix) are reportedly sold out of DRAM and HBM capacity through 2027. This massive supply constraint and guaranteed demand creates a highly favorable earnings environment for memory stocks like SNDK and MU. Go long on memory stocks ahead of earnings due to structural supply shortages and AI-driven demand. Broader tech selloffs (like AMD's post-earnings dump) could drag down the sector regardless of individual fundamentals.
Сред.
19:06
04 авг
04 авг
Watch NVDA/MU/SNDK/LITE GAI read-through names
Watch NVDA, MU, SNDK, and LITE as a GAI-infrastructure earnings read-through basket. The author promotes his read-through reports and is positive on the space, but he does not state ownership or a position in any ticker.
Сред.
16:29
04 авг
04 авг
Celebrates recent performance across multiple tech baskets
Celebrates recent strong price performance across AI, cloud, space, and defense baskets.
Низ.
15:12
04 авг
04 авг
Watch semis/memory as article read-through
Watch NVDA/MU/SNDK/LITE as the affected names in the shared Rubner Citadel article; the current text lacks explicit author-owned position language, so this is read-through/research framing rather than a new long call.
Сред.
12:46
04 авг
04 авг
SNDK $890/$1300 resistance levels watched
Author watches $890 and $1300 as sequential resistance levels for SNDK; break above $890 needed before targeting $1300.
Низ.
12:40
04 авг
04 авг
Anticipates upside breakout from resistance levels.
Endorses a technical setup at previous resistance levels, anticipating a potential breakout to the upside.
Сред.
12:30
04 авг
04 авг
Zebra's Q2 results exceeded guidance because it was able to secure more memory supply than expected, but its guidance for Q3 and Q4 is still based on the potential for continued supply constraints, not on the strong demand signals. — Memory availability, not end-demand, is the primary variable capping Zebra's sales growth in the near term, indicating the DRAM market remains supply-constrained.
Сред.
11:24
04 авг
04 авг
US memory longs on China ban extension
Buy US memory names SNDK, MU, and SKHY as the Trump administration's ban on Chinese optical transceivers is expected to extend to Chinese memory, benefiting domestic producers via supply chain reshoring and demand displacement.
Сред.
11:12
04 авг
04 авг
Holding semis through volatility, not selling
Author explicitly holds NVDA, MU, SNDK, and LITE through current market volatility, refusing to sell. Defiant hold stance amid broader panic, implying continued conviction in these semi/storage names.
Сред.
10:00
04 авг
04 авг
“SanDisk is about to have better earnings than Palantir” and “SanDisk was actually under 1000 a week ago? What kind of idiot was selling then?” The community sees SanDisk as a major memory/AI earnings story that most people are sleeping on. SanDisk is being positioned as a high-upside momentum trade into earnings. This has lower community agreement than SPY/MSFT; it’s more of a side-ticker callout.
Низ.
09:14
04 авг
04 авг
Sandisk corrected, strong NAND fundamentals persist
Sandisk has corrected significantly despite NAND prices continuing to rise and spot prices remaining strong. The company has a history of beating revenue estimates by increasingly large margins, and even if expectations are high, the supply-demand environment supports further contract price increases. The recent sell-off provides a more attractive entry point.
Сред.
08:35
04 авг
04 авг
Watch SanDisk/SK hynix on HBF commercialization.
Watch SNDK and SKHY as HBF spec co-authors; prototype timing and 2027 commercialization could reduce AI memory TCO and drive later demand inflection.
Сред.
05:23
04 авг
04 авг
The tweet reports a factual industry development on HBF standardization without expressing.
The tweet reports a factual industry development on HBF standardization without expressing a personal position or directional forecast.
04:30
04 авг
04 авг
Watch SKHY/SNDK after HBF spec launch
Monitor SK hynix and Sandisk as the HBF standard launch establishes a new AI memory tier. No explicit author position accompanies the press release, so this is a watch, not a long.
Сред.
04:30
04 авг
04 авг
Watch SKHY/SNDK after HBF spec news
HBF specification news again flags SK hynix/Sandisk as affected companies in the AI memory buildout. Without an author-owned position, direction stays watch rather than long.
Сред.
04:11
04 авг
04 авг
Buy SNDK as HBF standard consortium grows
Buy SNDK on the OCP HBF spec launch and Google/Tenstorrent joining the SK hynix/SanDisk consortium; standardization could drive a re-rating absent from analyst models, with demand potentially exceeding HBM by 2038.
Выс.
00:06
04 авг
04 авг
SNDK watch on Google HBF consortium validation
Watch SNDK; Google joining the HBF consortium led by SK hynix and Sandisk validates HBF adoption and likely confirms Google as the customer behind reported SanDisk POs.
Сред.
21:02
03 авг
03 авг
SNDK watch; GAI capex concerns dismissed
Monitor SNDK; the author dismisses the circular-financing story and defends GAI infrastructure economics, but does not state a position.
Сред.
20:50
03 авг
03 авг
Watch AI semis on Texas power demand
Watch these AI-semiconductor names on the Texas data-center interconnection boom; the 474GW queue signals structural power demand, but the state audit means much may not build. No explicit position disclosed.
Сред.
20:12
03 авг
03 авг
The author describes being stopped out of an overweight SPY short while longs underperformed.
The author describes being stopped out of an overweight SPY short while longs underperformed, attributing the rally to a cap-weighted oversold bounce and signaling measured caution without new directional calls.
20:00
03 авг
03 авг
One comment asks if SNDK “smashes earnings and lands above $2000 EOW right?” Earnings optimism from the crowd could produce an outsized move if actual results beat. Speculative long into earnings with a meme-level upside target; low conviction. The “right?” tone suggests sarcasm; $2,000 target is likely hyperbole. SK Hynix (HXSCL) - LONG | confidence: 0.50 | sentiment: +0.50 Speaker: r/wallstreetbets community Thesis: The comment “hynix-kun appu shite
Сред.
19:15
03 авг
03 авг
Flow z-score names on watch, no position
Watch these names after the author highlights their flow z-score as a useful signal; no ownership or directional call is disclosed, so treat them as monitoring candidates within the broad GAI value theme.
Сред.
18:21
03 авг
03 авг
Watch NVDA/MU/SNDK/LITE on AI software
Watch these semis and memory names as a research read-through on the AI software opportunity; the author does not state positions, so they are watchlist beneficiaries, not longs.
Сред.
14:23
03 авг
03 авг
Gross is risk; watch SNDK.
Watch SNDK. The author flags gross/paired-trade risk rather than a bullish or bearish setup; no ownership or entry language is present.
Сред.
14:22
03 авг
03 авг
Gross is risk; watch SNDK.
Watch SNDK. The author flags gross/paired-trade risk rather than a bullish or bearish setup; no ownership or entry language is present.
Сред.
Об аналитическом покрытии SNDK
Buzzberg отслеживает SNDK (Sandisk Corporation Common Stock) в 93 источниках. Бычьих сигналов: 336, медвежьих: 15, от 112 аналитиков. Сентимент преимущественно бычий (25%). Всего отслеживается 1308 торговых идей. За последние 7 дней: бычьих: 15, медвежьих: 1, наблюдение: 66. Последние спикеры: moninvestor, photonbull, TheValueist.