
#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.
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
$SNDK 不涨,是在憋大招还是准备跳水?
昨天美股市场简直是美滋滋啊,全部都在涨,涨幅最恐怖的十几个点都不在少数。但是为什么闪迪纹丝不动?是在酝酿上涨?还是说会有一个下跌行情?
先看大环境,9月3日美股明显回暖,道指上涨1.18%,标普500上涨1.06%,纳指更是上涨1.4%,而且美债收益率回落,市场对利率的担忧有所缓解。按理说,这种环境对科技股、AI概念股都应该是利好。
但SNDK却没有跟着起飞,最新一个交易日收盘大约在1553美元附近。更值得注意的是,闪迪今年已经经历了一轮非常夸张的上涨,过去一年涨幅甚至超过数十倍,现在市场对AI存储、NAND涨价以及数据中心需求的预期已经非常高。
基本面确实强,AI数据中心对SSD和NAND的需求依然旺盛,闪迪也在受益于存储芯片供应紧张。但问题是:好消息大家都知道了,股价还能不能继续炒?
短线来看,我更倾向于震荡偏谨慎。1550美元附近如果能够稳住,并重新放量突破前高,才有机会打开新的上涨空间;但如果1550附近失守,而且成交量放大,那么下方的回调压力就会明显增加。
#沃勒:8月通胀决定9月是否加息
-1.69%
Snapshot at 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 Is the Trap
The headline is bullish. The real test is whether buyers can keep the breakout alive. SNDK is ripping higher today as AI-driven memory demand stays strong, with the stock up sharply alongside the broader semiconductor sector. Sandisk also enters this move with unusually strong fundamentals: FY2026 revenue reached $20.25B, up 175% YoY, while datacenter revenue jumped 437%. But here's what traders can easily miss: $1,700 is now the important psychological/technical test. Recent technical 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.