$SNDK It surged again today, briefly touching $1,631 intraday. The latest is around $1,600, up more than 2% from the previous close. But don’t forget it also saw a 9% one-day plunge on August 18—this stock is truly a roller coaster. The core drivers remain AI data center demand, NAND price hikes, and the company’s high-growth targets. SanDisk expects revenue to grow at a high-single-digit to low-teens CAGR from 2028–30, with a gross margin target of about 80%. However, the valuation and volatility are already extremely stretched. I’m more inclined to say: long-term fundamentals are strong—don’t chase it on the short-term.