#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 Inte stiga – håller de tillbaka sitt slutgiltiga drag eller förbereder sig för att störta?
Igår var den amerikanska aktiemarknaden på rull, med allt som steg, och det fanns ganska många med de mest skrämmande uppgångarna på över tio punkter. Men varför rör sig SanDisk inte alls? Är det på väg att stiga? Eller kommer det att bli en nedåtgående trend?
Om man ser på den övergripande miljön återhämtade sig amerikanska aktier tydligt den 3 september, med Dow upp 1,18 %, S&P 500 upp 1,06 % och Nasdaq upp 1,4 %. Samtidigt föll amerikanska statsobligationsräntor, vilket minskade marknadsoron kring räntorna. Logiskt sett borde denna miljö vara positiv för både teknikaktier och AI-konceptaktier.
Men SNDK tog inte fart och stängde runt 1553 dollar den senaste handelsdagen. Det som är ännu mer anmärkningsvärt är att SanDisk har upplevt en mycket överdriven uppgång i år, med vinster som överstigit dussintals gånger under det senaste året. Nu är marknadsförväntningarna på AI-lagring, prisökningar på NAND och efterfrågan på datacenter mycket höga.
Fundamenten är verkligen starka, med stark efterfrågan på SSD:er och NAND i AI-datacenter, och SanDisk drar också nytta av ett knappt utbud av minneschip. Men frågan är: Alla känner till de goda nyheterna, men kan aktiekursen fortsätta att spekuleras?
På kort sikt lutar jag åt ett mer försiktigt och volatilt intervall. Om området kring 1550 dollar kan hålla och volymen skjuter i höjden igen för att bryta tidigare toppar, finns det en chans att öppna nya uppåtgående möjligheter; Men om nivån 1550 faller under och volymen ökar, kommer pullback-trycket under att öka avsevärt.
#沃勒: Augustiinflationen avgör om räntorna höjs i september
-1,69%
Ögonblicksbild vid 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.
SNDK:s $1,700-test är fällan
Rubriken är positiv. Det verkliga testet är om köparna kan hålla utbrottet vid liv. SNDK stiger kraftigt idag eftersom AI-driven minnesefterfrågan förblir stark, med aktien som går upp markant tillsammans med den bredare halvledarsektorn. Sandisk går också in i denna rörelse med ovanligt starka fundamenta: intäkterna för räkenskapsåret 2026 nådde 20,25 miljarder dollar, upp 175 % år över år, medan intäkterna från datacenter ökade med 437 %. Men här är vad handlare lätt kan missa: 1 700 dollar är nu det viktiga psykologiska/tekniska testet. Senaste tekniska data 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.