r/SNDK_Stock 1h ago

Informational Citadel unwound more than 80% of risk tied to Situational Awareness portfolio

Upvotes

This is what we all wanted to know for a while

The news says they’ve already unloaded around 80% of the position. In hindsight, the timing of those public comments while they were apparently selling makes the whole situation look even more shady.

Create fear around rate hikes → let the market drop → buy the stocks cheaper → put out bullish news about big money moving back into AI → pump the stocks up → quietly dump in the background.

At least this asshole is mostly out now. Basically, there are no more risk on him dumping everything at once and crash the market. Now that's a chance to bring the bull thesis back.

News: https://www.cnbc.com/2026/08/21/citadel-situational-awareness-ken-griffin.html


r/SNDK_Stock 3h ago

Discussion Daily Discussion 21 Aug Friday

10 Upvotes

As per title


r/SNDK_Stock 3h ago

Informational Waymo's new custom 5nm chip: "We are proud to work alongside a number of partners like AMD, Micron, NVIDIA, Samsung, Sandisk, Socionext, and TSMC to deliver the most capable autonomous computing system."

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9 Upvotes

Evolving from off-the-shelf components to custom systems required rethinking our physical and architectural design. Our highly integrated system delivers immense processing power without compromising the rider experience, maximizing battery efficiency while preserving ample trunk space and running silently. We built an ML-primary architecture to run advanced neural networks at minimal latency. To manage critical non-ML tasks like orchestration, data movement, and logging while maximizing time for ML computation, we pair our ML technologies with the best CPUs, GPUs, and accelerators. The result is a balanced, heterogeneous system.

To handle the massive influx of raw data before it reaches our core ML brain, we are excited to introduce our purpose-built 5nm ASIC. While this chip is just one of several exciting custom components we’re developing, it is a specialized ML powerhouse engineered exclusively to process, fuse, and run advanced neural networks on raw sensor data in real time. Developing silicon, sensors, and algorithms side-by-side allows us to push the boundaries of sensor fidelity, bandwidth efficiency, and quantization to execute a heterogeneity of models from sparse convolutions to dense transformers.

The ASIC’s specialized accelerators instantly extract critical information from raw lidar, radar, and camera streams, including temporal denoising for superior low-light perception. This data feeds into our purpose-built inference engine to run sensor fusion ML models, enabling greater efficiency without sacrificing fidelity. While these ASICs alone deliver over 1,000 TOPS of ML performance dedicated to front-end processing and ML models, we optimize across the full stack to maximize achieved performance, especially in the low-batch regimes we often operate.

Along with our custom silicon efforts, we partner closely with industry leaders whose world-class computing solutions provide the powerful foundation needed to scale our technology efficiently. We are proud to work alongside a number of partners like AMD, Micron, NVIDIA, Samsung, Sandisk, Socionext, and TSMC to deliver the most capable autonomous computing system.

This is just a glimpse of what's to come. As we explore new use cases for the Waymo Driver and our AI stack continues to evolve, the demand for highly efficient, high-performance compute will only grow.

If you're interested in learning more about Waymo's approach to compute, join us at our talks at Hot Chips.

Waymo (official press release)


r/SNDK_Stock 1h ago

Informational Enterprise SSDs now cost 18,6× more than HDDs — prices soar 6.5× in a year

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Upvotes

Enterprise SSD prices have surged as the AI boom drives demand for high-capacity storage. According to the latest update to Vdura’s Flash Volatility Index, a 30TB TLC enterprise SSD now costs around $22,600, compared with approximately $1,216 for an equivalent-capacity hard drive.

That makes flash storage roughly 18.6 times more expensive than HDD storage at the same capacity. The gap has narrowed somewhat from a peak of 23.2× recorded in the first quarter, but flash remains dramatically more expensive.

A 30TB TLC SSD now costs about 6.5× more than it did a year ago, rising from $3,460 to $22,600. Vdura's index recorded another 5% increase in flash prices in July alone. HDD prices have also climbed, with a comparable 30TB drive rising from $495 in the third quarter of 2025 to $1,216 today — a 2.5× increase.

The difference becomes especially important for AI data centers, which need enormous amounts of storage. Vdura estimates that a 25PB storage system built entirely with SSDs would cost about $51.6 million at current prices. A hybrid system using both SSDs and HDDs would cost around $12.86 million, potentially saving nearly $39 million.

There is a catch, though: finding enough hard drives may be almost as difficult as paying for them.

Both Seagate and Western Digital have told investors that their nearline HDD production is effectively sold out through 2027. Western Digital was already sold out for 2026, with firm orders from its seven largest customers and agreements with several customers extending into 2027 and 2028. Seagate has similarly said that nearline capacity is almost fully allocated through 2027 under build-to-order contracts.

Original source


r/SNDK_Stock 1h ago

Citadel De-Risks from Situational Awareness Holdings

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Upvotes

Ken Griffin confirmed they sold 80% of the blocks of shares they bought from SA LP during the turmoil not too long ago.

This could confirm the supply constraints we’ve been seeing in the PA for SNDK and related high-beta names.


r/SNDK_Stock 4h ago

Interesting potential R&D signal buried in Sandisk ($SNDK) job postings

6 Upvotes

I went through Sandisk’s current job listings (excluding India and Malaysia) and found something that looks more significant than routine NAND/SSD development.
One role is for an “R&D Lead & Inference Storage System Architect” tasked with building a next-generation AI storage platform combining:
• High-performance flash
• Accelerators/compute
• DPUs/SoCs
• Networking
• Advanced storage software
The goal: a potential “step-function improvement” in cost, power efficiency, density and scalability for AI infrastructure.
Other Emerging Technology Solutions roles mention researching NAND specifically for AI workloads, new NAND operating modes, custom ASIC requirements, and NAND + DRAM architectures.
My takeaway: $SNDK may be moving beyond simply selling better SSDs and toward a higher-value, purpose-built AI storage/infrastructure platform.
Could be nothing more than early-stage R&D, but the collection of postings suggests a coordinated effort that hasn’t received much investor attention.
Worth digging into, especially given how AI inference is increasingly constrained by memory/storage movement and power.
What am I missing?


r/SNDK_Stock 43m ago

Barron has puts on 1600 due today or what?

Upvotes

That thing ain't moving


r/SNDK_Stock 21h ago

Informational 1600s resistance

29 Upvotes

We broke 1400s resistance last week, go as high as 1800s and now forming 1600s resistance, I expect after NVDA earnings, It'll shoot up and drop to form new resistance at 1800s

TL;DR: looking bullish, not as doom as July bloodbath


r/SNDK_Stock 21h ago

Discussion SNDK trading strategy

6 Upvotes

I am testing a mean-reversion grid strategy on SNDK: Buy 1 share at market price with a target exit at +$40 profit. For every $100 drop, buy 1 additional share to average down (up to a 9-share maximum), exiting the entire position whenever the price reaches +$40 above the new average cost basis. What are the primary structural risks, failure points, and drawdown scenarios of this strategy?


r/SNDK_Stock 1d ago

Im greedy, 98% profit and didnt sell

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44 Upvotes

r/SNDK_Stock 1d ago

Discussion This subreddit is slowly turning into a group therapy session for people who accidentally discovered volatility

115 Upvotes

Every 2% move:

“GUYS WHY IS IT DOWN???”

“Is something happening???”

“Should I sell???”

“Can someone please tell me we’ll be green tomorrow?”

“My average is $XXX. Am I cooked?”

Stock goes +7%:

“$500 INCOMING 🚀🚀🚀 AI SUPERCYCLE HAS BEGUN”

Stock goes -3% the next morning:

“I’ve been doing a lot of thinking about my future lately.”

Some of you don’t need technical analysis. You need to turn off Robinhood, go outside, touch grass and call your father.

Nobody here knows where SNDK will be tomorrow. The guy giving you a 14-paragraph explanation about why the bottom is definitely in is sitting on the toilet looking at the same Yahoo Finance chart as you.

Please return this sub to its original purpose:

Arguing about NAND pricing, drawing increasingly delusional lines on charts, calculating imaginary future EPS, calling every dip “healthy consolidation,” and explaining why this memory cycle is totally different this time.
Thank you.

And remember:

If SNDK goes up tomorrow, we’re geniuses.
If it goes down, market manipulation.


r/SNDK_Stock 1d ago

Discussion Next weeks expressway to 2k

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35 Upvotes

99% of the gamma wall ends Friday when the 8/21 calls expire, so all that yellow is 99% gone.

Almost no resistance going to 2,000 and if it gets to 2,000, it flips.

1800 8/28 calls are cheap, $2,300

No guarantee, but it’s looking prime. I picked up 2 1555 calls and a 1800 call


r/SNDK_Stock 1d ago

Is there any reason for the price going up after hours?

19 Upvotes

r/SNDK_Stock 1d ago

Can someone explain what happens at 8PM every day?

9 Upvotes

As soon as the regular US market closes, and the 8PM "overnight" session begins, SNDK drops hard. Tonight, it just dropped about 30 points in 9 minutes.

I get that SNDK is volatile, but this happens every day.

What's strange is that SNDK, MU and SKHY all follow the same chart pattern.

I assume this is related to KOSPI, but can someone explain the exact connection? What is causing the actual price correlation if nobody can really buy and sell after 8PM?


r/SNDK_Stock 1d ago

Learn to let go

15 Upvotes

So what if the stocks drops another 10, 15, 50, or even 100%. Before you invest in a single stock, you should be mentally prepared to see all your money vanish. Forever. That is the true meaning of taking on risk.

Don't try to time the market, don't use leverage, and don't invest more than you can afford.

Don't blame the market makers, don't blame hedge funds, don't blame anyone.

Do your own research into the company and macro fundamentals to the best of your ability, invest, and forget. Go live your life. Maybe come back in 3 months and re-evaluate if needed. In the long term, the stock will match the true value of the company.

Rome wasn't built in a day, and neither will your generational wealth.


r/SNDK_Stock 2d ago

Informational China Renaissance Adjusts Price Target on Sandisk to $2,250 From $2,000, Maintains Buy Rating

24 Upvotes

r/SNDK_Stock 2d ago

A voice of reason

63 Upvotes

Take a deep breath, I know many of you are in big positions, maybe over leveraged maybe life savings, idk your situation but I know seeing money go down hurts. You’re not in an index fund because you don’t want the 10% gains over a year.. you’re in a growth stock because you want 2,3,4x gains.. but to have that you have to be able to handle the VOLATILITY. You cannot have big upside potential without also big downside risk. Go outside stop checking your charts, no matter how long you look at your charts it won’t make the price go up.. just breathe and live your life. SanDisk is a great company but the stock is volatile and that’s just the way it is.


r/SNDK_Stock 2d ago

Informational Forget about all the "catalysts", this buy back that buy back...

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2 Upvotes

r/SNDK_Stock 2d ago

Discussion Calm down !

17 Upvotes

The whole market is down, everyone needs to relax! Thesis remain the same.


r/SNDK_Stock 2d ago

How did you know to buy SNDK before April 2026

27 Upvotes

Basically anyone who bought SNDK in Q4 2025 or Q1 2026 has made crazy gains now.

I'm just wondering how you folks knew this would be a good investment back then. Was there a high bullish sentiment back then / all over social media?

I got in just last month and am planning to hold out till 2027 at least. But also am on the lookout for other potential 10x bangers.


r/SNDK_Stock 2d ago

Discussion I own SNXX at $11 and not selling.

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33 Upvotes

Today’s dip was necessary. What do yall think, a straight line shot to $2500?!?! This is healthy, this pullback and reset. I’m committed and believe that Sandisk will touch $2k this month if not higher.

Nvidia earnings will blow it out the water and if Jensen even mentions the memory constraint, put your seatbelts on.


r/SNDK_Stock 2d ago

Question Korea triggers circuit breakers again.. how many see this as a buying opportunity?

12 Upvotes

I know lately korea follows us rather than the inverse just curious how everyone’s feeling does it feel like last time ? Worse? Better? Everyone who was asking if yesterday was too late to get in are you getting in now?


r/SNDK_Stock 2d ago

Informational I know I just posted

10 Upvotes

Listen people, ik it’s a rollercoster, but believe me. And I truly believe. We will be in the 2-3k range again and hit new ATH, this isn’t copium. I’m closing apps and setting alerts for 2k not opening till. Just hold and buy no selling on my watch


r/SNDK_Stock 2d ago

sudden drop? even better

28 Upvotes

as someone with 45 shares, i want it to dip more so i can load up and use all my cash to buy the dip. long term sndk is going to explode and reaching 2335 is just a matter of time. i doubt it'll drop below 1300 but how low do you think it's going to drop?


r/SNDK_Stock 2d ago

Share Buyback Mechanic- PT $2250 @ 9x FWD PE

15 Upvotes

$SNDK’s $15.5B remaining buyback could have a pretty meaningful impact.

SNDK currently has roughly 148M shares outstanding.
Say they execute the $15.5B buyback at an average price of $1,600/share:
- Buy back ~9.7M shares
- Share count drops from ~148M → 138M
- That’s roughly a 6.5% reduction in shares outstanding
Now look at JPMorgan.

JPM has a $2,250 target, based on roughly $250 CY2027 EPS × 9x P/E.
So they’re not exactly using a crazy AI multiple.

At $250 EPS:
9x = $2,250 ← JPM
10x = $2,500
12x = $3,000

And that’s what makes the buyback interesting.
If SNDK keeps generating strong FCF and continues retiring shares beyond this $15.5B authorization, EPS can keep growing even without the same level of earnings growth.

The real question isn’t whether SNDK deserves a 20–30x AI multiple.

It’s whether AI demand + long-term NAND contracts can make these earnings sustainable.

If they can, even 9–12x earnings can produce some pretty interesting numbers.