$SanDisk Corp.(SNDK)$   Why is Sandisk falling? AI Overview SanDisk stock is pulling back roughly 35% to 47% from its June peak following an extraordinary multi-thousand percent rally. Key Reasons for the Decline Massive Profit-Taking:  The stock skyrocketed after its spin-off from Western Digital, leading natural buyers to lock in enormous gains. Stocks Down Under Chinese Competition Pressures:  High-profile moves by Chinese memory competitors—such as CXMT's blockbuster IPO—have sparked worries about long-term pricing pressure and margin durability. Guidance and Valuation Concerns:  Recent quarterly forecasts missed aggressive buy-side estimates, and institutional tracking reports warned that the

$Micron Technology(MU)$   Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years

$Micron Technology(MU)$   Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years

$Micron Technology(MU)$   Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t

$Apple(AAPL)$   Apple Inc. (AAPL) is firmly ruling the market waves near historic highs, currently boasting a massive market capitalization of approximately $4.62 trillion to $4.7 trillion.  This momentum comes at a historic turning point for the company: John Ternus officially assumed the role of CEO, succeeding Tim Cook after his legendary 15-year tenure that increased Apple's market value by over $4 trillion. The stock trades around $315–$319 per share, up roughly 16% to 20% year-to-date, as investors evaluate Apple's defensive dominance and its next generation of consumer electronics.📈  Current Market Performance & Financial Highlights Apple continues to act as a primary "safe haven" for capit

$Apple(AAPL)$   CUPERTINO, California – Apple will hold its biggest product introduction of the year on Sept 9, kicking off the tenure of new chief executive John Ternus. The event will take place at Apple’s headquarters in Cupertino, California, and be live-streamed on its website, the company said. The tagline for the gathering is “Surprise and shine”, according to invitations sent to journalists. Apple is poised to unveil the "iPhold", the latest foldable iPhone and other new versions of the products that account for most of its revenue. This September event will be especially critical, as the company will use it to introduce its first foldable iPhone, entering a market dominated by Samsung Electronics. As t

$NVIDIA(NVDA)$   Nvidia (NVDA) Investment Thesis Q42026 : Nvidia's stock is trading almost independently of the broader semiconductor sector, according to Bespoke Investment Group data cited by The Kobeissi Letter and reported by many media outlets. Over the past three months, Nvidia's correlation with the PHLX Semiconductor Index (SOX) was at just 0.03, which is perhaps the lowest among the index's components. The reading is also unusual, as Nvidia is also the group's largest company by market capitalization. @JC888 @jowia @happytrader @Louisthefly @Benny the Ball Nvidia (NVDA) has so far delivered another profitable yet turbulent year for its investors. According to my technical analysis, NVDA shares are up 1

$NVIDIA(NVDA)$   Q2 reinforced Nvidia's tremendous dominance Revenue was up 106% to a whopping $96.2 billion, while adjusted earnings beat expectations again, with management forecasting $108 billion in current-quarter sales. Moreover, Nvidia took things up a notch, projecting 70% revenue growth for fiscal 2028, suggesting the AI infrastructure boom still has plenty of room to run. Those numbers seem almost impossible to believe, considering that Nvidia generated just $6.7 billion in sales in fiscal 2023's Q2, during the pre-ChatGPT era. Nevertheless, investors are uneasy over data-center spending, margin pressures from memory pricing, and the remarkably costly ecosystem financing. Those major concerns have effe

$NEW GONOW RV(00805)$   DO NOT BUY, SELL NOW, before it's too late ! NEW GONOW RV (00805.HK) — Recent News Roundup Conclusion: The news flow is predominantly negative , with today's mid-term results confirming a sharp profit contraction. The sole bright spot is revenue growth driven by higher RV sales volume. Negative News 1. H1 2026 Profit Plunged ~78% Today (Aug 31), the company released its interim results: revenue of RMB 473 million, +14.9% YoY , but shareholders' profit was just RMB 6.609 million, down 78.47% YoY (from ~RMB 31 million in H1 2025) This was within the range flagged in the Aug 14 profit warning. 2. No Interim Dividend The board does not recommend any interim dividend for H1 2026 This follows a pattern — no dividends

Why is Sandisk falling? AI Overview SanDisk stock is pulling back roughly 35% to 47% from its June peak following an extraordinary multi-thousand percent rally. Key Reasons for the Decline Massive Profit-Taking:  The stock skyrocketed after its spin-off from Western Digital, leading natural buyers to lock in enormous gains. Stocks Down Under Chinese Competition Pressures:  High-profile moves by Chinese memory competitors—such as CXMT's blockbuster IPO—have sparked worries about long-term pricing pressure and margin durability. Guidance and Valuation Concerns:  Recent quarterly forecasts missed aggressive buy-side estimates, and institutional tracking reports warned that the stock was heavily crowded or "over-owned". AI Infrastructure Reassessment:  Broader market jitter

$SanDisk Corp.(SNDK)$   Why is Sandisk falling? AI Overview SanDisk stock is pulling back roughly 35% to 47% from its June peak following an extraordinary multi-thousand percent rally. Key Reasons for the Decline Massive Profit-Taking: The stock skyrocketed after its spin-off from Western Digital, leading natural buyers to lock in enormous gains. Stocks Down Under Chinese Competition Pressures: High-profile moves by Chinese memory competitors—such as CXMT's blockbuster IPO—have sparked worries about long-term pricing pressure and margin durability. Guidance and Valuation Concerns: Recent quarterly forecasts missed aggressive buy-side estimates, and institutional tracking reports warned that the stock was heavily

$SanDisk Corp.(SNDK)$   As of September 1st, Eastern Time, SanDisk (SNDK) stock rebounded strongly, closing up 5.5% for the day and reaching an intraday high of $1,572.69, with a trading volume of approximately 23.38 million shares, significantly higher than recent average levels. However, compared with the high of $2,354.39 reached earlier this year, SanDisk is still down about 33% from its peak, with the stock currently in a consolidation and recovery phase following the previous sharp rally. SanDisk's fundamentals remain supported by rising NAND prices and AI data center demand. The company's latest quarterly revenue reached $8.965 billion, up 51% quarter-over-quarter, with data center revenue reaching

$SanDisk Corp.(SNDK)$   As of August 31, Eastern Time, SanDisk (SNDK) stock rebounded strongly, closing up 5.5% for the day and reaching an intraday high of $1,572.69, with a trading volume of approximately 23.38 million shares, significantly higher than recent average levels. However, compared with the high of $2,354.39 reached earlier this year, SanDisk is still down about 33% from its peak, with the stock currently in a consolidation and recovery phase following the previous sharp rally. SanDisk's fundamentals remain supported by rising NAND prices and AI data center demand. The company's latest quarterly revenue reached $8.965 billion, up 51% quarter-over-quarter, with data center revenue reaching $2.977 bi

$SanDisk Corp.(SNDK)$   As of August 31, Eastern Time, SanDisk (SNDK) stock rebounded strongly, closing up 5.5% for the day and reaching an intraday high of $1,572.69, with a trading volume of approximately 23.38 million shares, significantly higher than recent average levels. However, compared with the high of $2,354.39 reached earlier this year, SanDisk is still down about 33% from its peak, with the stock currently in a consolidation and recovery phase following the previous sharp rally. SanDisk's fundamentals remain supported by rising NAND prices and AI data center demand. The company's latest quarterly revenue reached $8.965 billion, up 51% quarter-over-quarter, with data center revenue reaching $2.977 bi

$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Q42026 : Wall Street analysts note that Micron's HBM3E and HBM4 (High Bandwidth Memory) capacity is completely sold out through 2026 and into 2027. DRAM Price Surge: Spot DRAM memory prices have jumped 162% quarter-over-quarter due to massive capacity allocation toward AI servers, driving Goldman Sachs to predict a persistent memory undersupply through 2027. Long-Term CapEx: Micron announced an aggressive US$10 billion R&D and training investment to establish the Micron Research Labs network and the Boise Training Center to secure U.S.-based, next-generation AI memory manufacturing.⚠️ Chinese Competition & Market Cooldown Expansion Pressure