#SanDiskUp12%NANDSlows
About SanDiskUp12%NANDSlows
SanDisk closed up 11.9% on Sep 4 after falling 1.6% the prior session. TrendForce sees Q3 NAND contract prices up 10% to 15% QoQ, a clear slowdown, as prices sit at record highs and consumer buyers hit their limit, leaving AI inference and data centers to carry demand. Supply is expanding anyway: SanDisk and Kioxia plan over $31B of joint NAND capacity in Japan by 2032, with a new fab targeting FY2029 output. Korea's central bank sees Samsung and SK Hynix adding 600K wafers a month by 2028.
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$SNDK SanDisk dropped below 1580 just one minute after the non-farm payroll data came out. I'm really impressed. I just published an article saying SanDisk would surge tonight, and it fell in less than a minute.
Non-farm payrolls increased by 162,000, while the estimate was an increase of 55,000. This is troublesome; it might really give the Fed the courage to raise interest rates.#AugPayrollsBeat #BTCGoldRatioHigh #OKXOutcomeLeagueFOMC
The semiconductor sector collectively strengthens, with positive tech sentiment spreading to the crypto space
U.S. semiconductor-related stocks all closed higher, led by the memory chip sector. SK Hynix, Micron, and SanDisk all rose across the board, and leveraged semiconductor long positions surged simultaneously, reflecting a renewed capital inflow into the tech growth track.#AugPayrollsBeat #BTCGoldRatioHigh #OKXOutcomeLeagueFOMC
$SNDK: BREAKOUT OR PULLBACK? 👀
The broader US market had a strong session, but $SNDK barely moved. That caught my attention.
AI data centers continue driving SSD/NAND demand, keeping the fundamentals interesting. But after such a huge run, expectations are already elevated.
$1,550 is the key level for me.
Hold it + reclaim the high with volume → bullish.
Lose it with heavy selling → correction risk.
No chasing. I’m waiting for confirmation.
mizz_ayush
The market is starting to show strength again.
$BTC is holding key levels, momentum is improving, and buyers continue defending the dips.
Now I’m waiting for confirmation.
If Bitcoin keeps printing higher lows and clears the next resistance, $ETH and quality alts could follow with stronger moves.
No FOMO. No chasing green candles.
Let the chart confirm the trend first.
SNDK: BREAKOUT LOADING OR PULLBACK COMING? 👀
The broader US market had a strong session, but $SNDK barely moved. That caught my attention.
With AI data centers driving strong SSD/NAND demand, the fundamentals still look interesting. But after such a massive run, expectations are already high.
For me, $1,550 is the level to watch.
Hold it and reclaim the previous high with strong volume → bullish.
Lose it with heavy selling → correction risk increases.
I’m not chasing either direction
币圈-李大霄
$SNDK No subir: ¿están conteniendo su movimiento final o preparándose para lanzarse?
Ayer, el mercado bursátil estadounidense estaba en racha, con todo subiendo, y hubo bastantes con las ganancias más aterradoras de más de diez puntos. ¿Pero por qué SanDisk no se mueve en absoluto? ¿Está preparando una subida? ¿O va a haber una tendencia a la baja?
Observando el entorno general, el 3 de septiembre, las acciones estadounidenses se recuperaron claramente, con el Dow subiendo un 1,18%, el S&P 500 subiendo un 1,06% y el Nasdaq subiendo un 1,4%. Mientras tanto, los rendimientos de los bonos del Tesoro estadounidense retrocedieron, lo que alivió las preocupaciones del mercado sobre los tipos de interés. Lógicamente, este entorno debería ser positivo tanto para las acciones tecnológicas como para las acciones de concepto de IA.
Pero SNDK no despegó, cerrando alrededor de 1553 dólares en la última jornada de negociación. Lo que resulta aún más destacable es que SanDisk ha experimentado un rally muy exagerado este año, con ganancias que superan decenas de veces en el último año. Ahora, las expectativas del mercado para el almacenamiento con IA, las subidas de precios de la NAND y la demanda de centros de datos son muy altas.
Los fundamentos son realmente sólidos, con una fuerte demanda de SSDs y NAND en los centros de datos de IA, y SanDisk también se beneficia de un suministro limitado de chips de memoria. Pero la pregunta es: todo el mundo conoce la buena noticia, pero ¿puede seguir especulándose el precio de la acción?
A corto plazo, me inclino hacia un rango más cauteloso y volátil. Si la zona de 1550 dólares se mantiene y el volumen se dispara para romper de nuevo los máximos anteriores, habrá una oportunidad de abrir nuevas oportunidades al alza; Pero si el nivel de 1550 cae por debajo y el volumen aumenta, la presión de retroceso por debajo aumentará significativamente.
#沃勒: La inflación de agosto determina si subir los tipos en septiembre
-1.69%
Instantánea del 06 ago 2026, 11:39
$SNDK is starting to reclaim the 4H trend nicely.
the key area for me is $14.00. Lose it, and this could stay heavy and chop sideways for much longer.
but if price keeps holding higher and continues to reclaim the trend, the setup could become interesting again.
La prueba de $1,700 de SNDK es la trampa
El titular es optimista. La verdadera prueba es si los compradores pueden mantener vivo el rompimiento. SNDK está subiendo con fuerza hoy mientras la demanda de memoria impulsada por AI se mantiene sólida, con la acción subiendo bruscamente junto con el sector más amplio de semiconductores. Sandisk también entra en este movimiento con fundamentos inusualmente fuertes: los ingresos del año fiscal 2026 alcanzaron $20.25B, un aumento del 175% interanual, mientras que los ingresos del centro de datos saltaron un 437%. Pero aquí está lo que los traders pueden fácilmente pasar por alto: $1,700 es ahora la prueba psicológica/técnica importante. Los datos técnicos recientes pla
🚨 SEMICONDUCTORS ARE BACK IN MOTION.
U.S. chip stocks closed broadly higher, with memory names leading the move. SK Hynix, Micron, and SanDisk all gained as leveraged semiconductor longs also increased.
The renewed positioning suggests capital is flowing back into high-growth tech—and that positive momentum could spill into crypto.
#DailyOrbit
🚨 53 DAYS IN… FROM 75U TO 116U — THE JOURNEY CONTINUES. 💰🔥
1000U → 10,000,000U Challenge | Real Account Record
📅 Day 53
Starting balance: 75U
Current balance: 116U
💸 Withdrawn so far: 1,000U
Today’s setup: $SNDK (Sandisk) Long
I’m watching the 1500 area for a potential long entry, with 1650 as the initial target. If price reaches 1650, I’ll reassess the market and decide whether there’s room for more
#DailyOrbit
$SNDK ISN’T MOVING — AND THAT MIGHT BE THE MOST INTERESTING PART. 👀
Yesterday, U.S. stocks were flying.
The Dow gained 1.18%, the S&P 500 added 1.06%, and the Nasdaq jumped 1.4%.
Treasury yields also cooled, which usually gives tech and AI-related stocks some breathing room.
Yet $SNDK barely moved.
So what’s going on?
Is SanDisk quietly loading up for another breakout, or is the market starting to price in a correction after its massive run?
#DailyOrbit
ISM services reaccelerated to 55.4 in August, with new orders at 60.9 and prices at 72.6. The cash-open AI read is still selective: $SOXX traded $519, +3%, but the tape kept paying for memory and booked cloud demand, not every hardware name.
At 9:16am CT, $SNDK traded $1,667, +7%, $MU $998, +4%, $WDC $463, +5%, $ORCL $158, +3%, and $NVDA $234, +2%. $HPE was still $53, -2%, and $AVGO was $355, -1%. $DELL at $523, +1%, says the market will still pay for funded backlog and conversion, but only with cleaner revenue visibility than the post-HPE setup offers.
Our view: the payroll beat plus a firmer ISM print took the easy rate-pause relief out of the macro setup, but it did not break the AI demand lane. It widened the quality filter. Memory still has the cleanest near-term EPS bridge because NAND and DRAM pricing can move gross margin faster than server OEMs can turn backlog into booked revenue.
The next test is whether $SNDK and $MU keep outrunning $SOXX after the open while $HPE and $AVGO stay behind. If that spread holds through the morning, the market is still underwriting AI demand, but only where pricing durability or funded deployment shows up in the numbers.