#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-李小霄
$SNDK ne monte pas, est-ce qu'il prépare un gros coup ou un plongeon ?
Hier, le marché boursier américain était tout simplement en pleine forme, tout montait, avec plusieurs hausses effrayantes de plusieurs dizaines de points. Mais pourquoi SanDisk reste-t-il immobile ? Est-ce qu'il prépare une hausse ? Ou bien un marché baissier est-il à venir ?
Regardons d'abord le contexte général : le 3 septembre, le marché américain s'est clairement redressé, le Dow Jones a gagné 1,18 %, le S&P 500 1,06 %, et le Nasdaq a même progressé de 1,4 %. De plus, les rendements des obligations américaines ont baissé, ce qui a atténué les inquiétudes du marché concernant les taux d'intérêt. Logiquement, ce contexte devrait être favorable aux actions technologiques et aux actions liées à l'IA.
Mais SNDK n'a pas décollé, clôturant la dernière séance autour de 1553 dollars. Ce qui est encore plus notable, c'est que SanDisk a déjà connu une hausse très spectaculaire cette année, avec une progression de plusieurs dizaines de fois sur l'année passée. Le marché a désormais des attentes très élevées concernant le stockage IA, la hausse des prix du NAND et la demande des centres de données.
Les fondamentaux sont effectivement solides, la demande en SSD et NAND pour les centres de données IA reste forte, et SanDisk bénéficie aussi de la pénurie de puces mémoire. Mais le problème est : tout le monde connaît déjà ces bonnes nouvelles, est-ce que le cours peut encore être spéculé à la hausse ?
À court terme, je penche plutôt pour une phase de consolidation prudente. Si le niveau autour de 1550 dollars tient et qu'un nouveau volume important permet de franchir un nouveau sommet, alors il y aura une chance d'ouvrir un nouvel espace de hausse ; mais si le niveau de 1550 dollars est perdu avec un volume en hausse, la pression pour un repli sera nettement plus forte.
#沃勒：8月通胀决定9月是否加息
-1,69%
Instantané au 06 août 2026 à 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.
Le test à 1 700 $ de SNDK est un piège
Le titre est haussier. Le véritable test est de savoir si les acheteurs peuvent maintenir la cassure. SNDK grimpe fortement aujourd'hui alors que la demande de mémoire pilotée par l'AI reste forte, avec l'action en nette hausse parallèlement au secteur plus large des semi-conducteurs. Sandisk entre également dans ce mouvement avec des fondamentaux exceptionnellement solides : le chiffre d'affaires de l'exercice 2026 a atteint 20,25 milliards de dollars, en hausse de 175 % en glissement annuel, tandis que le chiffre d'affaires des centres de données a bondi de 437 %. Mais voici ce que les traders peuvent facilement manquer : 1 700 $ est désormais le test psychologique/technique important. Les données techniques récentes 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.