SNDK Sandisk Corporation Common Stock Loading... : Bullish and Bearish Analyst Opinions
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14:59
Jul 23
Jul 23
Buy SNDK as a memory supercycle play; author holds as second-largest memory position in a deliberate dip-buy deployment, citing AI buildout acceleration and oversold conditions.
MED
14:51
Jul 23
Jul 23
Buy SNDK as a storage/memory AI stack beneficiary of Google's rising capex, co-mentioned alongside MU by the author as part of the same thematic trade.
MED
14:09
Jul 23
Jul 23
Author entered SNDK at 1395 as a short-term tactical trade, intending to exit within a week; low-conviction relative to the NBIS/AAOI longer-term positions in the same basket.
MED
13:01
Jul 23
Jul 23
Buy memory/storage names MU, SNDK, SKHY as GOOGL's capex increase signals sustained AI infrastructure spending that directly drives demand for their products; author draws parallel to positive Korean market reaction as confirming signal.
MED
04:49
Jul 23
Jul 23
Watch SNDK as memory LTAs indicate take-or-pay demand across AI supply chain.
MED
22:05
Jul 22
Jul 22
AI capex keeps fueling semiconductor rally.
Alphabet's announcement of higher AI capex directly benefits semiconductors. The market rotated sharply into hardware after the guidance, with stocks like Micron, Sandisk, Marvell, Intel, Broadcom, Lumentum, and Corning rallying. This reinforces that hyperscaler spending continues to drive semiconductor demand, and the earlier worries about the semiconductor cycle are premature.
HIGH
21:26
Jul 22
Jul 22
The author quotes a bullish take on memory stocks benefiting from larger AI models but does not state their own position, so the tickers are indexed as watch.
LOW
21:21
Jul 22
Jul 22
Watch these semi supply-chain names as beneficiaries of Google's raised FY2026 capex guidance and accelerating cloud revenue growth.
MED
21:07
Jul 22
Jul 22
Buy SNDK as a memory beneficiary of GOOGL's higher AI capex, with spending flowing into NAND for data centers.
MED
20:55
Jul 22
Jul 22
PhotonBull celebrates a photonics/semis rally triggered by Google's record $44.92B capex, listing beneficiaries as momentum plays without explicit position language.
LOW
18:40
Jul 22
Jul 22
The author notes a quiet pre-earnings session with mixed price action across photonics and semi names, framing tonight's GOOG earnings as the next catalyst without taking any explicit positions.
LOW
18:36
Jul 22
Jul 22
The author provides a factual earnings calendar and supply-chain map for upcoming reports, noting every name is expected to beat but the question is qualitative fear versus quantitative answers, not a personal position.
18:05
Jul 22
Jul 22
Watch AMD, SNDK, MU as AI momentum names flagged by BofA and UBS; fund positioning has lightened and August seasonal tailwinds support a buy-the-dip narrative, but the author does not disclose a personal position.
MED
12:36
Jul 22
Jul 22
Memory prices are rising due to AI datacenter DRAM demand, but the author reports this as a factual trend without stating a personal position or forward catalyst.
LOW
05:30
Jul 22
Jul 22
SNDK could benefit from increased flash storage demand in AI factory racks; part of the beneficiary map.
MED
22:49
Jul 21
Jul 21
Author fully agrees with the bullish AI infrastructure thesis, endorsing the view that the AI trade is not over and these stocks have favorable risk/reward.
MED
22:41
Jul 21
Jul 21
Author thanks a shoutout for past 10x trades but does not state current positions or forward calls, so tickers are watch-only.
LOW
22:10
Jul 21
Jul 21
Buy semiconductor dip on strong AI demand
Semiconductor stocks are bottoming after heavy sell-off; AI demand remains robust with GPU shortages, DataBricks CEO notes model hosting demand exceeds supply, and Digital Ocean is raising GPU prices 30%. TSMC plans 10% price hike for next year, showing pricing power. UBS recommends buying the dip in a list including AMD, Intel, Marvell, Micron, SanDisk, Western Digital, Applied Materials, Lam Research, and KLA. The sell-off was overdone and the AI investment cycle continues.
HIGH
22:02
Jul 21
Jul 21
Author celebrates a broad recovery rally in AI and tech names from recent lows, citing Buffett's "buy when others are fearful" as a bullish endorsement but listing past price moves rather than current positions.
LOW
21:24
Jul 21
Jul 21
Author notes DISK's heavy exposure to SNDK and Kioxia relative to market-cap weighting, offering a factual comparison without a personal position or forward catalyst.
LOW
20:22
Jul 21
Jul 21
The author notes unusual call activity in SanDisk without stating a personal position, so it is indexed as a watch.
LOW
19:58
Jul 21
Jul 21
Reiterates bullish AI infrastructure thesis, confidence rooted in earlier risk/reward call and subsequent outperformance; advises keeping these names for alpha.
MED
19:57
Jul 21
Jul 21
Reports SNDK up 14% into close, general bullish tone but no directional commitment or concrete forward catalyst.
LOW
19:51
Jul 21
Jul 21
Memory stocks rally broadly after a rough period, but the author questions if the bounce is sustainable without stating a current position or forward catalyst.
LOW
19:48
Jul 21
Jul 21
Author explicitly states SNDK is more than a double and doesn't seem impossible, endorsing a bullish forward view with a concrete price target.
LOW
19:46
Jul 21
Jul 21
Watch SNDK as part of the recent semiconductor rally; no author position disclosed.
MED
19:41
Jul 21
Jul 21
Author explicitly states they like and love positions in DISK and its holdings, framing the memory market as a 3.5x revenue growth opportunity through 2027 with a concrete supply constraint catalyst.
19:02
Jul 21
Jul 21
A massive $75 million call option flow in SanDisk is highlighted with excitement, suggesting institutional momentum but no explicit author position or forward catalyst.
LOW
18:28
Jul 21
Jul 21
Watch these semi/memory stocks as smaller models increase value of older GPUs like H100, with DOCN raising GPU rental prices.
MED
17:53
Jul 21
Jul 21
Author grabbed positions in EWY, AAOI, and NBIS as long-term holds while planning to dump SNDK within the week, cautioning about potential chop and deleveraging risks.
About SNDK Analyst Coverage
Buzzberg tracks SNDK (Sandisk Corporation Common Stock) across 88 sources. 313 bullish vs 11 bearish calls from 100 analysts. Sentiment: predominantly bullish (26%). 1157 total trade ideas tracked. Past 7 days: 22 bullish, 1 bearish, 72 watch. Latest voices: michaelsikand, wliang, Pentosh1.