#SandiskValuationSplit

#闪迪回落逾9%，存储估值分歧加剧 Les fondamentaux de SNDK ne se sont pas détériorés, c'est une correction après une forte hausse, confrontée à une triple baisse : valorisation, prises de bénéfices et liquidité sur le marché américain. En combinant avec l'analyse d'hier, SNDK est revenu comme prévu tester la forte zone de support entre 1550-1600, où le sentiment s'est calmé. Tant que SNDK reste au-dessus de 1500 dollars, la structure haussière à moyen terme est toujours intacte. À ce niveau, les positions courtes antérieures peuvent envisager de prendre des profits, avec prudence, tout en attendant une opportunité de test à droite. La grande bougie baissière d'hier soir est justement revenue à la limite supérieure de la zone de concentration des positions précédentes. Ce qu'il faut vérifier ici, c'est si l'ancienne résistance peut devenir un support. Pour l'instant, cela ressemble plutôt à une prise de bénéfices rapide après une forte hausse et à un renouvellement des positions, sans structure typique de sommet. À l'avenir, il faut surveiller trois niveaux clés : 1600 dollars : frontière entre haussiers et baissiers. Se maintenir ici signifie seulement stopper la chute, il faudra repasser au-dessus de 1680-1700 dollars pour confirmer le début d'un rebond. 1500 dollars : stop loss de tendance. Une cassure en clôture 4 heures invaliderait la conversion support/résistance, rendant caduque la logique haussière à moyen terme. Quant à la zone 1420-1450 dollars, bien qu'il y ait un support de ligne de tendance, il faut juste observer à nouveau, sans renforcer mécaniquement les positions. Donc mon plan est : attendre un signal de stabilisation entre 1550 et 1600 dollars, tester avec une petite position ; 1500 dollars comme stop loss logique ; envisager d'augmenter la position seulement si le prix repasse au-dessus de 1700 dollars. Ce n'est pas le moment de parier lourd sur un retournement, ni d'annoncer la fin de la tendance à cause d'une grande bougie baissière. D'abord, voir si 1600 dollars tient, puis laisser le prix donner la réponse. $SNDK $BTC

$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

$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

#SandiskValuationSplit SanDisk fell as much as 9.18% after previously gaining more than 8% on its Investor Day targets and long-term agreements. Micron, Western Digital, Seagate and SK hynix also declined sharply, indicating that the move was a broader memory and storage-sector reset rather than an isolated company-specific event. The debate is whether AI and high-bandwidth memory can make memory earnings structurally more stable or whether the industry remains highly cyclical. SanDisk’s multi-year agreements improve revenue visibility, but its approximately 80% adjusted gross-margin target already creates demanding expectations. My view is that the pullback reflects valuation compression after an extremely optimistic rally. Long-term contracts may reduce volatility, but they cannot completely remove supply, pricing and technology risks. Investors should follow contract performance, free cash flow and capacity additions rather than treating either the Investor Day rally or the subsequent decline as definitive.

$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

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

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.

$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

⚠️ $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

$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

$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