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$SanDisk (SNDK.US)$ A boost for long-term holders. As the parent company of SNDK, WDC holds approximately 7-8 million of SNDK's original shares. According to the contract, before the first anniversary of SNDK’s IPO (24/2), WDC must sell all its original shares into the market. Therefore, we are currently witnessing a game between WDC and institutional investors (WDC must sell its shares within the deadline, while institutions want to absorb these shares but are unwilling to pay the price of 600-700, which is why the stock price has been pushed down from 720 to around 500).
Institutions will not let the stock price fall too low either, so the lowest it should go is around 500 (in the last few days, 20-23/2).
As retail investors, we can only wait for the dust to settle in this博弈 (game). Friends who still have liquidity can抄底 (buy at the bottom) in the last few days; after the 24th, it should be clear skies.
Don't be deceived by false rallies these few days. Do not buy above 535; if you're afraid of missing the opportunity, you can buy around 535, but it might drop to 500.
Institutions will not let the stock price fall too low either, so the lowest it should go is around 500 (in the last few days, 20-23/2).
As retail investors, we can only wait for the dust to settle in this博弈 (game). Friends who still have liquidity can抄底 (buy at the bottom) in the last few days; after the 24th, it should be clear skies.
Don't be deceived by false rallies these few days. Do not buy above 535; if you're afraid of missing the opportunity, you can buy around 535, but it might drop to 500.
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$Tradr 2X Long SNDK Daily ETF (SNXX.US)$ Is there any hope left for this stock
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$SanDisk (SNDK.US)$ Will it return to 725 yuan? I'm at the peak
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$SanDisk (SNDK.US)$ At such a low price, will the main players not enter the market yet?
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$SanDisk (SNDK.US)$ Let me see some green today
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$SanDisk (SNDK.US)$ 700 can be reached today
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$Tradr 2X Long SNDK Daily ETF (SNXX.US)$ Time to buy in
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$SanDisk (SNDK.US)$ After-Hours Surge: AI’s Storage Bottleneck Unleashed
+15% post-market after earnings blew past estimates:
--EPS: 6.20 vs. 3.54 expected (+75% beat)
--Revenue guidance: 30.2B vs.26.9B expected (orders + shipments surge)
Why it matters: AI isn’t just about GPUs—training/inference is storage-intensive. Bigger models = fragmented data = throughput bottlenecks.
Chain reaction: MU and WDC face the same AI-driven shift: storage is now cr...
+15% post-market after earnings blew past estimates:
--EPS: 6.20 vs. 3.54 expected (+75% beat)
--Revenue guidance: 30.2B vs.26.9B expected (orders + shipments surge)
Why it matters: AI isn’t just about GPUs—training/inference is storage-intensive. Bigger models = fragmented data = throughput bottlenecks.
Chain reaction: MU and WDC face the same AI-driven shift: storage is now cr...
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