#SandiskValuationSplit

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About SandiskValuationSplit

After gaining over 8% on Investor Day and long-term deal hopes, Sandisk fell as much as 9.18% after the Aug 18 open. Micron, Western Digital, Seagate and SK Hynix lost over 7%, signaling a broad storage reset. BofA says Sandisk's long-term growth and margin targets may guide Micron's valuation, as AI and HBM demand could move memory beyond cyclical pricing. Can Sandisk's deals of up to five years deliver stable revenue, high margins and cash returns, or is valuation compression just starting?

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比特币子棋
比特币子棋
#闪迪回落逾9%,存储估值分歧加剧 The fundamentals of SNDK have not deteriorated; this is a triple cooldown from valuation, profit-taking, and US stock liquidity after a continuous surge. Combining yesterday's analysis, SNDK has as expected retraced to the strong support zone of 1550-1600 where sentiment has cooled. As long as SNDK holds $1500, the mid-term uptrend structure remains intact. At this level, previous short positions can consider taking profits, with caution as the priority, while waiting for a right-side test opportunity. Last night’s large bearish candle just returned to the upper edge of the previous dense chip area. What needs to be verified here is whether the original resistance can turn into support. Currently, it looks more like profit-taking and chip rotation after a rapid rise, with no clear typical top structure yet. Going forward, focus on three key levels: $1600: The boundary between bulls and bears. Holding this level only stops the decline; only a rebound above $1680–$1700 confirms the start of a rally. $1500: Trend stop-loss. A 4-hour close below this level means the top-bottom reversal fails and the mid-term bullish logic is invalidated. As for $1420–$1450, although there is trendline support, it should be observed again and not mechanically averaged down. So my plan is: wait for stabilization signals between $1550 and $1600, try small positions; use $1500 as logical stop-loss; consider adding positions only after reclaiming $1700. This is not the time to heavily bet on a reversal, nor is it necessary to declare the trend over just because of one large bearish candle. First, see if $1600 can hold, then let the price give the answer. $SNDK $BTC
Eshal fatima
Eshal fatima
$SNDK macro cycle of easy exponential gains has officially closed. Down over 99% from peak levels, structural unlock emissions and continuous leverage unwinds keep retail capital trapped beneath heavy supply walls. While narrative peers like $BICO,$BEAT, $ALLO ,$KAITO , and $APR capitalized on returning market liquidity to construct solid recovery setups,$SNDK continues to bleed witUntil smart money shows clear spot accumulation #XiaomiEarningsWatch #30YYieldHits2007High #SanDiskLongTermDeals
Jackson king
Jackson king
$SNDK shows that there was heavy selling pressure in the first ten minutes after the market opened, but it was all absorbed, indicating that the pullback ends here. Today, it is highly likely to push towards 1800. I don't understand, I have a short position around 1731, and I feel it's a pity to take profit because I can't predict the rise or fall. In my view, the current selling pressure on the market has been absorbed, #XiaomiQ2Earnings #30YYieldHits2007High #SanDiskLongTermDeals
kingsley vin
kingsley vin
$SNDK: Recovery Still Needs Proof ⚠️ $SNDK remains under heavy supply pressure after its steep structural decline, with spot demand still failing to establish a convincing floor. Meanwhile, $BICO, $BEAT, $ALLO, $KAITO and $APR have shown stronger recovery structures as capital rotates. For $SNDK, the key missing ingredient is clear: sustained spot accumulation. Until demand strengthens and price stabilizes, chasing a long remains a high-risk bet. $SNDK #SandiskValuationSplit
Birdie_OKX
Birdie_OKX
Sandisk’s reversal from an Investor Day gain of more than 8% to a decline of as much as 9.18% after the Aug. 18 open looks less like a verdict on one company than a sector-wide reassessment: Micron, Western Digital, Seagate and SK Hynix also lost over 7%. The valuation split is clear. Deals lasting up to five years could improve revenue visibility, while AI and HBM demand may support stronger margins beyond the usual memory cycle. But long-term targets only deserve a premium if they translate into durable cash returns. For now, the market appears to be raising the burden of proof across storage, not abandoning the thesis entirely. Not advice, just analysis. #SandiskValuationSplit
ilham_BNB
ilham_BNB
SNDK remains highly volatile after its recent surge. Today’s move has brought it back toward the $1,600 area, which is an important near-term level. Simple view: Above ~$1,600 → rebound can stay intact. Below it → $1,500 becomes the next downside area to watch. After such a large run, taking some profit can reduce risk. The longer-term AI/storage story remains strong, but the stock can still swing sharply.
Jackson king
Jackson king
$SNDK shows that there was heavy selling pressure in the first ten minutes after the market opened, but it was all absorbed, indicating that the pullback ends here. Today, it is highly likely to push towards 1800. I don't understand, I have a short position around 1731, and I feel it's a pity to take profit because I can't predict the rise or fall. In my view, the current selling pressure on the market has been absorbed#XiaomiQ2Earnings #30YYieldHits2007High #SanDiskLongTermDeals
kingsley vin
kingsley vin
⚠️ $SNDK JUST HIT THE BRAKES SanDisk fell back below $1,700 today, ending a six-day winning streak after its explosive August rally. The long-term storage story remains strong, but momentum is being tested. After such a massive run, the question is no longer: “Can SNDK rally?” It's: How much of the good news is already priced in? 🔥 Continuation or 🩸 profit-taking? #XiaomiQ2Earnings #30YYieldHits2007High
Jackson king
Jackson king
$SNDK shows that there was heavy selling pressure in the first ten minutes after the market opened, but it was all absorbed, indicating that the pullback ends here. Today, it is highly likely to push towards 1800. I don't understand, I have a short position around 1731, and I feel it's a pity to take profit because I can't predict the rise or fall. In my view, the current selling pressure on the market has been absorbed, #XiaomiQ2Earnings #30YYieldHits2007High #SanDiskLongTermDeals
Jackson king
Jackson king
$SNDK overall pre-market in the US stock market dropped quite a bit today. My short position also returned to break-even profit, from despair yesterday to a calm mood today. It should be that the long positions were closed to take profits. Recently, in just a few days, the index went from forming a big dip to breaking new highs in just a week, and the profit-taking is obviou#XiaomiEarningsWatch #30YYieldHits2007High #SanDiskLongTermDeals
Jackson king
Jackson king
$SNDK overall pre-market in the US stock market dropped quite a bit today. My short position also returned to break-even profit, from despair yesterday to a calm mood today. It should be that the long positions were closed to take profits. Recently, in just a few days, the index went from forming a big dip to breaking new highs in just a week, and the profit-taking is obvious. #XiaomiEarningsWatch #30YYieldHits2007High #SanDiskLongTermDeals