$SanDisk Corp.(SNDK)$ SNDK seems to be getting a lot of attention lately, like a passing trend. Meanwhile, I'm focused on a company that consistently generates billions in free cash flow each quarter. It's involved in AI infrastructure, networking, custom AI ASICs, VMware, and has a track record of dividend growth and buybacks, with Hock Tan at the helm. Market hype is temporary, but the process of compounding wealth has lasting value. $Broadcom(AVGO)$
Goldman Sachs flow check ($871B AUM). Positioning is bullish on AI, but they're hedging via healthcare and staples for risk control. They're buying heavily: $SanDisk Corp.(SNDK)$ +475% $CoreWeave, Inc.(CRWV)$ +275% $Taiwan Semiconductor Manufacturing(TSM)$ +82% $Micron Technology(MU)$ +50% $GE Aerospace(GE)$ +44% The message seems to be that AI infrastructure is still the core focus—memory, foundry, and semiconductor equipment. They're trimming crowded trades and exposure to China risk, and rotating into defensives like healthcare and staples, which incl
$SanDisk Corp.(SNDK)$ So, if someone had put $10K in a year ago, they'd be looking at almost $500K now. That's the kind of chart that's hard to believe until you actually zoom out and see it. Moves like this usually don't come from nowhere. Memory cycles tend to snap back hard when supply and demand flip, pricing power returns much faster than expected, and sentiment can shift from seeing it as cyclical to viewing it as a structural shortage driven by AI demand almost overnight. The tricky part now is that this phase always feels different from the beginning. Everyone is still anchored to what it used to be. At this point, it's less about the past returns and more about how much of the new cycle is already priced in. Moves like this rarely st
$SanDisk Corp.(SNDK)$ Showing a very clean and straightforward chart setup here. The price action is moving nicely with solid technical structure, making it a great name to watch for steady, consistent gains.
$SanDisk Corp.(SNDK)$ I bought the 2000 and 2050 strike calls. I'm in the money and hoping to squeeze the last bit out. What's the best it could hit by tomorrow? Is $2300 possible?