$SNDK Major Positive News—In one night, it completely pulled the atmosphere back!
People were still shouting that the cycle-stock trend was topping out—yet last night, funds directly used real money to slap that down.
This move could really push it higher. Investor Day is just the fuse; what truly excites the market is that the imagination space for what comes next has been reopened.
Long-term growth targets were raised directly, AI data center demand continues to be confirmed, and they also hold multiple long-term agreements. That gives much stronger certainty for capacity and revenue over the next few years.
Add back buybacks and the next-generation flash memory roadmap, and naturally the market is willing to assign it a higher valuation.
So for this rally last night, I care even more about the funds’ stance. Earlier, everyone was trading SanDisk as a traditional storage-cycle stock—but now some people are starting to re-calculate the numbers as AI storage infrastructure.
If they can really take off the “cycle stock” label this time, then what comes next won’t be just a one-off rebound.
$MU $SKHYNIX #闪迪股价涨幅扩大至11% #标普500收创历史新高 #美国7月CPI与PPI数据本周出炉
People were still shouting that the cycle-stock trend was topping out—yet last night, funds directly used real money to slap that down.
This move could really push it higher. Investor Day is just the fuse; what truly excites the market is that the imagination space for what comes next has been reopened.
Long-term growth targets were raised directly, AI data center demand continues to be confirmed, and they also hold multiple long-term agreements. That gives much stronger certainty for capacity and revenue over the next few years.
Add back buybacks and the next-generation flash memory roadmap, and naturally the market is willing to assign it a higher valuation.
So for this rally last night, I care even more about the funds’ stance. Earlier, everyone was trading SanDisk as a traditional storage-cycle stock—but now some people are starting to re-calculate the numbers as AI storage infrastructure.
If they can really take off the “cycle stock” label this time, then what comes next won’t be just a one-off rebound.
$MU $SKHYNIX #闪迪股价涨幅扩大至11% #标普500收创历史新高 #美国7月CPI与PPI数据本周出炉