sandisklongtermtargets

The stock didn’t just pump — the market suddenly realized how big SanDisk’s next chapter could be.

SanDisk $SNDK jumped as much as 17% during the U.S. session and closed +13.67%, dragging the broader storage sector higher. SK Hynix and Micron also caught a strong bid.

And unfortunately for me… I was short. 😅 Now I’m sitting on a losing position while the market is pricing in a much bigger story.

Here’s what changed 👇

• Big long-term growth targets: SanDisk expects mid-to-high double-digit revenue growth from 2028–2030, with an ambitious 80% gross-margin target and 50% free-cash-flow margin.

• More shareholder returns: Once major capacity investments are completed, excess cash flow is expected to come back to shareholders through buybacks and dividends.#CPIPPIEaseFedSplit #SP500Nears8000 #SandiskLongTermTargets

#SandiskLongTermTargets
The biggest change in this round for SanDisk comes from AI. Both AI training and AI inference create storage requirements, but what’s worth paying closer attention to after 2026 is inference. After model training is complete, model weights need to be stored long-term. Training data, checkpoints, vector databases, logs, and various intermediate results also need to be stored. Once the model enters the inference phase, every user request requires reading the model and related data. Long-context, RAG, agents, multi-turn conversations, and continuously generated content will all increase data read/write. As AI usage scales from a small number of training tasks to hundreds of millions or even billions of daily inference runs, both the number of storage accesses and the total data volume will grow in parallel.

Everyone keeps talking about HBM, but HBF is also extremely, extremely, extremely important.
Next is HBF—High Bandwidth Flash. This technology is very important for SanDisk’s future valuation. The most important memory for current GPUs is HBM. Because HBM has extremely high bandwidth, it is especially suitable for directly serving GPU computation. As AI model sizes and KV cache keep expanding, HBM capacity will start to become one of the system constraints. SanDisk and SK hynix are working to promote the standardization of HBF, enabling Flash to move closer to the compute side with higher bandwidth and larger capacity. NAND can continue to handle SSD storage in the future, while also expanding into higher-value positions inside AI compute systems.
$SNDK

$BTC MARKET UPDATE

Bitcoin is still bearish on the higher timeframe, but the short-term structure is showing early signs of a bottom.

Daily: BTC at ~$63,511 remains below EMA55 ($64,624) and EMA89 ($66,041). Until price reclaims $64,600 with strong volume, this still looks more like consolidation after a deep decline.

4H: Bearish momentum is fading. MACD pressure is weakening, while DIF and DEA are approaching a potential bullish crossover.

1H: The first encouraging signal. BTC has formed a bullish MACD crossover and is holding around the 1H EMA21 near $63,500.

Key levels:
Resistance: $64,100
Major support: $62,800–$63,000
Next downside target: $62,227

If BTC breaks and holds above $64,100, short-term recovery could strengthen.

If $62,800–$63,000 fails, the bottoming setup is invalidated.

Right now, BTC is at a decision point: early reversal attempt or another leg lower?

#CPIPPIEaseFedSplit #SP500Nears8000 #SandiskLongTermTargets

The market didn’t just take my money — it taught me a brutal lesson.

Brothers, this one really hurts.

I shorted $BICO in an uptrend, thinking I could outsmart the market. Entered around $0.04, got liquidated. Instead of stopping, I increased my position near $0.05…
The craziest part? Now $BICO is back below $0.04.

That’s the painful truth about trading: being right later doesn’t matter if your position gets destroyed first.
#CPIPPIEaseFedSplit #SP500Nears8000 #SandiskLongTermTargets