SanDisk didn’t suddenly surge; many people just still haven’t understood it.
Ever since around 1200, the market has been treating $SNDK as if it were a normal storage-cycle stock. When it rises a bit, people shout “top!” When it rebounds, people rush in to short it.
#加密初创上半年融资112亿美元
But after this Investor Day, what capital is trading isn’t the short-term flash-memory price increase anymore—it’s a valuation reset driven by long-term contracts, AI data-center demand, and future profit margins.
The chart has already answered too. The downtrend was broken; 1380, 1500, and 1600 have all flipped into support in succession. The price has now already reached 1774.
Near 1800 in the short term, there will definitely be profit-taking. If there’s a pullback to 1700–1680, it can still hold; the main upswing structure for this cycle hasn’t ended.
The old logic wasn’t wrong—what’s wrong is using the old logic to fight a market that has already changed. For SanDisk, the most expensive thing now isn’t the stock price—it’s mistaking it and still not being willing to admit it: $MU $KORU #全球股票基金净流入186.2亿美元
Ever since around 1200, the market has been treating $SNDK as if it were a normal storage-cycle stock. When it rises a bit, people shout “top!” When it rebounds, people rush in to short it.
#加密初创上半年融资112亿美元
But after this Investor Day, what capital is trading isn’t the short-term flash-memory price increase anymore—it’s a valuation reset driven by long-term contracts, AI data-center demand, and future profit margins.
The chart has already answered too. The downtrend was broken; 1380, 1500, and 1600 have all flipped into support in succession. The price has now already reached 1774.
Near 1800 in the short term, there will definitely be profit-taking. If there’s a pullback to 1700–1680, it can still hold; the main upswing structure for this cycle hasn’t ended.
The old logic wasn’t wrong—what’s wrong is using the old logic to fight a market that has already changed. For SanDisk, the most expensive thing now isn’t the stock price—it’s mistaking it and still not being willing to admit it: $MU $KORU #全球股票基金净流入186.2亿美元
