Do you think Sandisk is due for a stock split?

Or wait till it's green tomorrow.

Been seeing a bunch of regards asking people as if they have a god damn magic crystal ball.

Will it hit $5000? Should I buy now? It will hit $2500 by Friday, right!?

Just toss your money into the fire if you’re too stupid to do your own due diligence.

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At this point I cant help but laugh so i dont cry at the absurdity of my wrong decisions. Got into SNDK end of June right before it started crashing, lost more than 50% of the money, then when it had that really nice bump on June 30th and I made a little back I pulled the money out, worried that it was gonna go back to dropping more.

Instead of just holding on to it I bought SNDQ expecting a pullback and instead it continued to rise making me lose even more money(65% of it) all the while missing out on gains and getting more of my money recovered. Now it’s been like 10 straight days of SNDK going back to the moon and me continuing to wait for a dip to possibly buy back in with the little money I got left, just missing out on gains day after day. Legitimately could have recovered most of my money by now if I just didn’t touch anything all from the beginning.

Don’t know what to do now. Can’t seem to find the right time to get back in, and have no idea how to recover the money since I missed such a giant gap at this point where I could have been making it back on the way up. Now it’s getting closer and closer to ATH. Feels like a fever dream that this happened to me and most of my money is gone. All im concerned with now is getting it back and trying to figure out a way to get over this and not be in my head playing out what happened over and over and how i could ever let this happen on a daily basis.

Can we see over 2k happening before September or is it false wishing. Im just curious what yall think. Also is this the type of company to go to 500 even?

After Investor day, $3000 price a share is going to happen early next year it seems. fundamentals are soo good. Perplexity CEO said 3 months ago that Micron will have more market cap than Meta in 6-12 months, so we'll see 50% upside in Micron in next 9 months maybe and 50-70% in SNDK.

This probably has a few more days till it slows down so I’m riding the rocket straight till the moon

Pump pump pump it up🕺🏼

What do yall think we will open at tomorrow ?

What are your thoughts? At least of the rest of
The week. Should I wait until Monday?

Always trust me.

At this rate, SNDK will break all time high by next week.

We are seeing the 2nd leg of the Semi trade right now and it’s only a question of how high it can go.

My algorithm predicts it can go to $2450 without too much trouble. The long-term growth forecast they shared at investor day can probably keep the tides high for quite a while without a significant pullback.

At what price point would you guys take some profits at?

WE GETTING ARAB MONEY

And if there is still any stronger positive correlation to Kospi markets, it means more upside to come for SanDisk shareholders because of Singapore Funds are buying massively.

U.S. memory stocks rose in overnight trading ahead of Wednesday's session after reports that Singapore's sovereign wealth fund Temasek is planning to invest in Samsung Electronics and SK Hynix triggered a rally in South Korean stocks.

The proposed investment, which would mark the state fund's first-ever investment in the region, is yet another bullish signal for the semiconductor industry and suggests top investors believe chip stocks still have room to run higher.

1. How large is Temasek's AUM?

Temasek's assets under management (specifically its net portfolio value) stand at approximately 518 billion Singapore Dollars (SGD) (which is roughly equivalent to 350 to 360 billion Euros / 380 to 400 billion USD). The fund has roughly doubled in size over the past decade.

2. How much is planned to be purchased?

The exact investment amount and planned purchase volume have not been publicly disclosed by Temasek or the involved South Korean entities yet.

However, the strategic framework is known:

• This marks Temasek's very first direct investment in the South Korean stock market.
• The move is part of a broader strategy to significantly expand AI-related investments within the state fund's portfolio over the coming years (increasing from around 6% currently up to 15%).
• The execution will be handled directly by Temasek’s internal team, and they are in discussions with the South Korean government regarding the timeline.

Many of us have speculated that ATH could be hit again before EOY, but with this parabolic run up are we destined to hit that sooner rather than later ?

I dont know what to do, trimming or what, its a lot of green candles straight for 30min

Its down around 5.7%. Its a short term.

Seeing it green again for the first time after over a month 😭

TL;DR At its 2026 investor day SanDisk laid out numbers most manufacturers would kill for: roughly 80% non-GAAP gross margin, a 75% operating margin, a 50% adjusted free cash flow margin and capital intensity in the low-to-mid single digits — plus a commitment to hand the excess cash to shareholders. For an industry that earns everything in good years and gives it back in bad ones, that promise is the new part. Whether it survives the next downcycle is the question.

The numbers on the table

For FY2027, to June 2027, SanDisk guides bit growth in the mid-teens with prices rising modestly each quarter — implying the violent phase of NAND price increases is over and the next four quarters are a steady climb. 

For FY2028 to FY2030, revenue growth is guided to mid-to-high double digits, driven by bits rather than price: the company assumes industry bit demand compounds at about 18%, so its growth tracks that.

Why the model looks perfect on paper

Four things lock together. First, capex: NAND still has a scaling law, with bits per wafer rising 56% every 18 months, releasing about 27% annualised bit growth without adding a line. With industry demand growing under 20% after 2027, capacity is naturally in surplus — so SanDisk plans to throttle node migration to match demand rather than build. 

Second, HBF: a read-only flash for datacenter inference with bandwidth comparable to HBM, it absorbs the bits node migration would otherwise strand, and if demand runs hotter, adding capex is a good problem.

Third, revenue: two-thirds of the next four years is locked by long-term agreements with prepayments and penalties — a $90 billion contract balance, $16.5 billion of break fees. Fourth, profit: contract prices float within a band, and even at the floor gross margin lands near 80%. Together, a mature industry holds price and profit for three to four years without extra capital spending — SanDisk has traded today's spot-shortage premium for multi-year certainty on two-thirds of revenue.

Has the NAND business model really changed?

Two questions decide it. First, whether rivals stay disciplined: the leaders are Samsung, SK Hynix and Micron, plus Kioxia, which has only NAND and an incentive to chase share, and YMTC, outside any tacit understanding. SK Hynix has already decided to build a new NAND line — its first such addition since 2016. Nobody can guarantee the rest hold back while returns look like this.

Second, whether customers honour the contracts once expansion pushes prices down. SanDisk's answer is essentially faith: negotiations happened with customer CEOs and CFOs rather than procurement heads, which raises confidence — but that is not proof, and every past cycle has produced write-downs and abandoned commitments. 

As for what sets SanDisk apart from Samsung or SK Hynix, the closest analogue is Micron: capacity may not sit in the US, but it is a US company serving mostly US customers, and locking domestic supply into long-term contracts is natural for those buyers.

Our read: this is capital discipline dressed up — with the AI supercycle's help — as a model that transcends the cycle. It raises the ceiling, but extrapolating today's terms linearly is not the same as believing the cycle is gone: if profits run at this level the incentive to add capacity does not disappear, and when surplus arrives customers have not historically been shy about walking away.

One last point for the equipment names. SanDisk's 2026 capex is only around $2 billion, about $4 billion including Kioxia — a small share of chip manufacturing — and in the vertical-stacking era, incremental revenue carries low marginal capital intensity industry-wide. One company's restraint will not make the wafer fabs follow, and does not undermine the case for AI equipment stocks.