#SanDiskUp12%NANDSlows
About SanDiskUp12%NANDSlows
SanDisk closed up 11.9% on Sep 4 after falling 1.6% the prior session. TrendForce sees Q3 NAND contract prices up 10% to 15% QoQ, a clear slowdown, as prices sit at record highs and consumer buyers hit their limit, leaving AI inference and data centers to carry demand. Supply is expanding anyway: SanDisk and Kioxia plan over $31B of joint NAND capacity in Japan by 2032, with a new fab targeting FY2029 output. Korea's central bank sees Samsung and SK Hynix adding 600K wafers a month by 2028.
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$SNDK SanDisk dropped below 1580 just one minute after the non-farm payroll data came out. I'm really impressed. I just published an article saying SanDisk would surge tonight, and it fell in less than a minute.
Non-farm payrolls increased by 162,000, while the estimate was an increase of 55,000. This is troublesome; it might really give the Fed the courage to raise interest rates.#AugPayrollsBeat #BTCGoldRatioHigh #OKXOutcomeLeagueFOMC
The semiconductor sector collectively strengthens, with positive tech sentiment spreading to the crypto space
U.S. semiconductor-related stocks all closed higher, led by the memory chip sector. SK Hynix, Micron, and SanDisk all rose across the board, and leveraged semiconductor long positions surged simultaneously, reflecting a renewed capital inflow into the tech growth track.#AugPayrollsBeat #BTCGoldRatioHigh #OKXOutcomeLeagueFOMC
$SNDK: BREAKOUT OR PULLBACK? 👀
The broader US market had a strong session, but $SNDK barely moved. That caught my attention.
AI data centers continue driving SSD/NAND demand, keeping the fundamentals interesting. But after such a huge run, expectations are already elevated.
$1,550 is the key level for me.
Hold it + reclaim the high with volume → bullish.
Lose it with heavy selling → correction risk.
No chasing. I’m waiting for confirmation.
mizz_ayush
The market is starting to show strength again.
$BTC is holding key levels, momentum is improving, and buyers continue defending the dips.
Now I’m waiting for confirmation.
If Bitcoin keeps printing higher lows and clears the next resistance, $ETH and quality alts could follow with stronger moves.
No FOMO. No chasing green candles.
Let the chart confirm the trend first.
SNDK: BREAKOUT LOADING OR PULLBACK COMING? 👀
The broader US market had a strong session, but $SNDK barely moved. That caught my attention.
With AI data centers driving strong SSD/NAND demand, the fundamentals still look interesting. But after such a massive run, expectations are already high.
For me, $1,550 is the level to watch.
Hold it and reclaim the previous high with strong volume → bullish.
Lose it with heavy selling → correction risk increases.
I’m not chasing either direction
币圈-李小霄
$SNDK Nu se ridică — își rețin mișcarea finală sau se pregătesc să se arunce?
Ieri, piața de capital din SUA era în plină ascensiune, cu totul în creștere, iar destule au avut cele mai înfricoșătoare câștiguri de peste zece puncte. Dar de ce SanDisk nu se mișcă deloc? Se pregătește o creștere? Sau va exista o tendință descendentă?
Privind mediul general, pe 3 septembrie, acțiunile americane și-au revenit clar, cu Dow în creștere cu 1,18%, S&P 500 cu 1,06%, iar Nasdaq cu 1,4%. Între timp, randamentele titlurilor de stat americane au scăzut, reducând îngrijorările pieței legate de ratele dobânzilor. Logic, acest mediu ar trebui să fie pozitiv atât pentru acțiunile tehnologice, cât și pentru cele cu concept AI.
Dar SNDK nu a decolat, închizând în jur de 1553 de dolari în ultima zi de tranzacționare. Ce este și mai remarcabil este că SanDisk a înregistrat o creștere foarte exagerată anul acesta, cu câștiguri de peste zeci de ori în ultimul an. Acum, așteptările pieței pentru stocarea AI, creșterile de preț ale NAND și cererea pentru centre de date sunt foarte ridicate.
Fundamentele sunt într-adevăr solide, cu o cerere puternică pentru SSD-uri și NAND în centrele de date AI, iar SanDisk beneficiază și ea de un stoc restrâns de cipuri de memorie. Dar întrebarea este: Toată lumea știe vestea bună, dar poate prețul acțiunilor să continue să fie speculat?
Pe termen scurt, tind spre un interval mai precaut și mai volatil. Dacă zona de 1550 $ se poate menține și volumul crește pentru a depăși din nou maximele anterioare, va exista șansa de a deschide noi oportunități de creștere; Dar dacă nivelul 1550 scade sub și volumul crește, presiunea de retragere de sub va crește semnificativ.
#沃勒: Inflația din august determină dacă se vor crește dobânzile în septembrie
-1,69%
Instantaneu realizat la 06 aug. 2026, 11:39
$SNDK is starting to reclaim the 4H trend nicely.
the key area for me is $14.00. Lose it, and this could stay heavy and chop sideways for much longer.
but if price keeps holding higher and continues to reclaim the trend, the setup could become interesting again.
Testul de 1.700$ al SNDK este capcana
Titlul este optimistă. Adevăratul test este dacă cumpărătorii pot menține spargerea în viață. SNDK crește puternic astăzi, pe măsură ce cererea de memorie bazată pe AI rămâne puternică, cu o creștere accentuată a acțiunii alături de sectorul mai larg al semiconductorilor. Sandisk intră și ea în această mișcare cu fundamente neobișnuit de puternice: veniturile din anul fiscal 2026 au ajuns la 20,25 miliarde de dolari, în creștere cu 175% anual, în timp ce veniturile din centrele de date au crescut cu 437%. Dar iată ce pot trece cu ușurință traderii: 1.700 de dolari este acum testul psihologic și tehnic important. Date tehnice recente pla
🚨 SEMICONDUCTORS ARE BACK IN MOTION.
U.S. chip stocks closed broadly higher, with memory names leading the move. SK Hynix, Micron, and SanDisk all gained as leveraged semiconductor longs also increased.
The renewed positioning suggests capital is flowing back into high-growth tech—and that positive momentum could spill into crypto.
#DailyOrbit
🚨 53 DAYS IN… FROM 75U TO 116U — THE JOURNEY CONTINUES. 💰🔥
1000U → 10,000,000U Challenge | Real Account Record
📅 Day 53
Starting balance: 75U
Current balance: 116U
💸 Withdrawn so far: 1,000U
Today’s setup: $SNDK (Sandisk) Long
I’m watching the 1500 area for a potential long entry, with 1650 as the initial target. If price reaches 1650, I’ll reassess the market and decide whether there’s room for more
#DailyOrbit
$SNDK ISN’T MOVING — AND THAT MIGHT BE THE MOST INTERESTING PART. 👀
Yesterday, U.S. stocks were flying.
The Dow gained 1.18%, the S&P 500 added 1.06%, and the Nasdaq jumped 1.4%.
Treasury yields also cooled, which usually gives tech and AI-related stocks some breathing room.
Yet $SNDK barely moved.
So what’s going on?
Is SanDisk quietly loading up for another breakout, or is the market starting to price in a correction after its massive run?
#DailyOrbit
ISM services reaccelerated to 55.4 in August, with new orders at 60.9 and prices at 72.6. The cash-open AI read is still selective: $SOXX traded $519, +3%, but the tape kept paying for memory and booked cloud demand, not every hardware name.
At 9:16am CT, $SNDK traded $1,667, +7%, $MU $998, +4%, $WDC $463, +5%, $ORCL $158, +3%, and $NVDA $234, +2%. $HPE was still $53, -2%, and $AVGO was $355, -1%. $DELL at $523, +1%, says the market will still pay for funded backlog and conversion, but only with cleaner revenue visibility than the post-HPE setup offers.
Our view: the payroll beat plus a firmer ISM print took the easy rate-pause relief out of the macro setup, but it did not break the AI demand lane. It widened the quality filter. Memory still has the cleanest near-term EPS bridge because NAND and DRAM pricing can move gross margin faster than server OEMs can turn backlog into booked revenue.
The next test is whether $SNDK and $MU keep outrunning $SOXX after the open while $HPE and $AVGO stay behind. If that spread holds through the morning, the market is still underwriting AI demand, but only where pricing durability or funded deployment shows up in the numbers.