SNDK Sandisk Corporation Common Stock Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
20:48
Jun 06
Jun 06
PhotonBull endorses CKCapitalxx's full conviction list as a good opinion but does not state his own position, so all tickers default to watch.
20:00
Jun 06
Jun 06
Author explicitly states "where I am positioned" and "full conviction list," treating all 27 listed tickers across sectors as current long holdings with a multi-year horizon, betting on real businesses and catalysts the market hasn't fully priced in.
LOW
19:50
Jun 06
Jun 06
Author shares a personal watchlist with disclosed portfolio positions in NBIS, FCEL, OUST, and PNG, but explicitly states it is not a buy recommendation and many names are not at ideal entry prices.
LOW
18:22
Jun 06
Jun 06
Watch SNDK, MU, SIVE, and AAOI cautiously — author flags that the short-term momentum thesis for these high-beta names may be impaired; no explicit short call, but near-term risk is elevated pending macro catalysts.
MED
17:10
Jun 06
Jun 06
Speaker lists FinX darlings as AI infrastructure beneficiaries following Trump's potential AI investment announcement.
LOW
14:44
Jun 06
Jun 06
The author frames AI as a strategic national priority and lists MU and SNDK as obvious beneficiaries without stating a personal position.
LOW
14:42
Jun 06
Jun 06
The tweet lists memory chip makers MU and SNDK as likely AI race beneficiaries but frames them as a sarcastic shortlist, not a personal position.
LOW
14:59
Jun 05
Jun 05
Long SNDK into the dip — author is actively buying this as a core AI name. Macro selloff driven by hot NFP/yield spike is not a fundamental change to the AI trade; dip is a buying opportunity.
MED
11:57
Jun 05
Jun 05
Watch SNDK as a memory play driven by massive industry demand and supply constraints per WSTS forecasts.
MED
07:39
Jun 05
Jun 05
Add to $SNDK position for the same contrarian reasoning against BNP's bearish memory outlook, aligning with Goldman Sachs' bullish view.
HIGH
06:50
Jun 05
Jun 05
Observes that cash flow from hyperscaler capex is shifting to semiconductor and memory suppliers, a fundamental structural change in cash generation.
MED
23:27
Jun 04
Jun 04
Watch SNDK as the top-ranked name in this earnings tier list; analyst cites multi-year hyperscaler LTAs into 2028, locked-in NAND pricing/capacity through 2027, and 233% QoQ DC pipeline growth as a clear NAND supercycle winner. No position disclosed.
MED
19:28
Jun 04
Jun 04
Watch these semiconductor and storage names as Jane Street's data center buildout and CoreWeave commitment reinforce AI infrastructure demand beyond hyperscalers, benefiting NVIDIA, Micron, Sandisk, and Lumentum. No position disclosed.
MED
19:06
Jun 04
Jun 04
Watch these AI-related companies as potential beneficiaries of the AI Productivity Guarantee announcement; author has not declared a position.
MED
18:54
Jun 04
Jun 04
Watch SNDK as a memory/storage play mentioned alongside the Nemotron analysis, no position disclosed.
MED
15:59
Jun 04
Jun 04
Watch NVDA, MU, SNDK, LITE as companies tied to NVIDIA's Nemotron 3 Ultra release and the broader AI infrastructure trade; no explicit author position.
MED
13:40
Jun 04
Jun 04
Watch NVDA, MU, SNDK, LITE as potential beneficiaries of consumer AI adoption given the seamless voice commerce experience described via Alexa Plus.
MED
13:20
Jun 04
Jun 04
Watch NVDA, MU, SNDK, LITE as beneficiaries of NVDA's push to build a competitive US-based open-source LLM, supporting the GAI infrastructure trade.
MED
11:54
Jun 04
Jun 04
Broadcom shares fell 14% after missing revenue and semiconductor guidance, dragging down other chip stocks, while Costco rose on strong May sales and Amazon announced a major European investment.
03:56
Jun 04
Jun 04
Watch these tickers as referenced in a research report promotion; no explicit position or ownership disclosed by the author.
MED
03:56
Jun 04
Jun 04
Watch these tickers as referenced in a research report promotion; no explicit position or ownership disclosed by the author.
MED
20:20
Jun 03
Jun 03
Watch SNDK as author expresses bullish sentiment implicitly, but no explicit position claimed per literal reading rules.
MED
17:08
Jun 03
Jun 03
Author asks for AI supply-chain stock ideas with high growth potential, listing examples as research candidates without stating a personal position.
LOW
14:54
Jun 03
Jun 03
Author endorses a trader for early entries in SNDK and AXTI but does not state their own position or a concrete forward catalyst, so these are watch.
LOW
14:20
Jun 03
Jun 03
Author endorses a trader who had successful entries in AXTI and SNDK but does not state their own current position or forward call, so these are watch.
LOW
11:45
Jun 03
Jun 03
Watch SNDK as a NAND supplier into Google's AI infrastructure expansion, part of a memory-heavy capex cycle where storage demand scales with TPU cluster deployments.
MED
08:00
Jun 03
Jun 03
Memory exposure with strong momentum.
SanDisk is held at 10% of portfolio as an added memory exposure, benefiting from the same strong memory demand cycle that drives Micron.
MED
03:21
Jun 03
Jun 03
The author humorously suggests Microsoft bring back Clippy as a product strategy, not a trade idea or position on the listed tickers.
LOW
02:44
Jun 03
Jun 03
These tickers are mentioned as affected companies in a research note on the AI cybersecurity executive order. No ownership or directional call; treat as watchlist items for indirect exposure.
MED
23:01
Jun 02
Jun 02
Watch NVDA, MU, SNDK, LITE as potential beneficiaries of PE capital flowing into new GAI data center development, as signaled by RFS_Vista's presence at Computex.
MED
About SNDK Analyst Coverage
Buzzberg tracks SNDK (Sandisk Corporation Common Stock) across 59 sources. 166 bullish vs 6 bearish calls from 63 analysts. Sentiment: predominantly bullish (30%). 525 total trade ideas tracked.