Publikovat

“SanDisk will get its first pricing next week” can be misleading. Yes, it has joined the S&P 100, but the change becomes effective before the market opens on September 21. Passive funds must adjust ahead of that date, creating mechanical buying pressure—but that flow has a limit. Once index funds finish rebalancing, they stop buying. The bigger question is whether NAND pricing, inventory, capacity discipline, and AI storage demand can support the stock afterward.#OracleAdobeToday