P.Dwayne
08-17
$SanDisk Corp.(SNDK)$ 

Can we see 1850 and 1900? If yes, next week 2000. Let's go! 🚀🚀🚀

- this is not financial advice

SanDisk Surges 5.5% at Close — Index Rebalancing, Not Fundamentals?
SanDisk flipped a 2% intraday loss to close up 5.50%, on MSCI World and ACWI inclusion forcing mechanical passive buying — it gave back 1.06% after hours once the rebalance window shut. Micron rose 2.77% on 22.6M shares, half its 45.6M average; SK Hynix +2.20%. Kioxia and SanDisk committed over $31 billion to capacity, while CXMT's first-half revenue jumped 874% with HBM3E in trial production. 36GB HBM3E spot runs near $2,100, 4–5x contract — but Micron is locked into multi-year deals. Chase the spread, or wait for CXMT's yields?
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Comments

  • jazzyloo
    08-17
    jazzyloo
    2000 looks doable, memory turn feels stronger than people thought. You think 1900 gets tagged first?
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