SNDK Sandisk Corporation

SNDK Sandisk Corporation

Technology · Computer Hardware

Desk view

Watchinghigh conviction · entry A new flag and held base, then a close strictly above $1740.00. Friday’s equal close leaves this condition incomplete; require Sandisk-specific NAND pricing and demand support. — not entered
Basis Open desk call ·Logged decision
Perspectives Memory Supercycle
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $652.09 · VWAP $969.33 · +27.7% vs 12m avg buyer

pullback vol: normalchurn: quiet as of

Insiders selling 0 buy / 2 sell · Form 4, 90d $105M sold last open-market sell Goeckeler David

Cluster CEO, CFO + 2 others sold $118.5M, Sep 8–21

Coverage

9 related campaigns

Watchlists @ai-bottlenecks@focus@memory@optical-supply-chain@thebuildout-ai-storage-data-pipeline@thebuildout-nand-flash-memory

SNDK Price Structure

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Peers

Every watchlist SNDK belongs to, members best 30-day change first — SNDK highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-nand-flash-memory
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MCHP-2.0% -0.6%1d +0.3%7d MRVL-12.4% +2.3%1d +0.3%7d MU-18.1% +2.5%1d -0.1%7d SKHY-27.6% +4.0%1d +0.4%7d SNDK-31.9% -1.8%1d -4.7%7d
@memory
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RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d EWY-18.5% +1.5%1d +0.6%7d DRAM-24.0% +3.0%1d +1.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d DISK-28.7% +2.8%1d -0.3%7d STX-31.8% -1.8%1d -1.3%7d SNDK-31.9% -1.8%1d -4.7%7d SIMO-32.2% -0.3%1d -11.3%7d
@thebuildout-ai-storage-data-pipeline
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P+12.5% +1.8%1d -0.6%7d NTAP+9.8% +1.4%1d +5.7%7d IBM+8.9% +0.6%1d +9.2%7d SNOW-2.8% +3.6%1d +6.1%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d AVGO-9.4% -0.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d DELL-17.0% +0.8%1d +1.1%7d MU-18.1% +2.5%1d -0.1%7d KLAC-22.5% -1.5%1d -12.2%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d ALAB-28.7% -0.3%1d -10.0%7d STX-31.8% -1.8%1d -1.3%7d SNDK-31.9% -1.8%1d -4.7%7d
@optical-supply-chain
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PLAB-7.3% +0.9%1d +2.3%7d CIEN-10.0% -0.7%1d -3.8%7d JBL-11.3% +2.5%1d -1.5%7d OPTX-11.7% +0.5%1d +2.6%7d MTSI-14.4% +2.8%1d -9.9%7d VIAV-16.4% +0.5%1d -8.8%7d LITE-19.3% +0.5%1d -8.3%7d GLW-19.9% -0.2%1d -6.3%7d HIMX-20.7% +2.0%1d -2.8%7d FN-21.4% -0.9%1d -13.4%7d SMTC-22.1% +5.5%1d -3.5%7d LWLG-23.9% -2.9%1d +1.0%7d LAZR-24.0% +0.6%1d -7.6%7d MXL-24.7% -2.8%1d -11.0%7d FORM-24.9% +3.7%1d -6.2%7d LPTH-25.7% +3.9%1d -4.8%7d TSEM-27.3% -0.1%1d -14.3%7d CLSE-28.1% -3.4%1d -14.4%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d ONTO-29.6% 0.0%1d -10.0%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d SNDK-31.9% -1.8%1d -4.7%7d AAOI-33.2% -0.8%1d -10.7%7d AEHR-43.2% -0.6%1d -8.7%7d ALMU-47.6% -3.6%1d -13.1%7d
@ai-bottlenecks
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4958.TW+19.9% 0.0%1d +1.8%7d 603728.SS+19.3% +10.0%1d +35.4%7d P+12.5% +1.8%1d -0.6%7d SONY+12.4% -0.5%1d +4.8%7d WEC+9.8% -0.9%1d +2.2%7d NTAP+9.8% +1.4%1d +5.7%7d 002472.SZ+9.6% +7.2%1d +23.5%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d CLF+8.0% +6.5%1d +14.7%7d NG.L+7.6% -0.3%1d +0.3%7d D+6.6% -0.3%1d +2.6%7d 8046.TW+4.5% 0.0%1d -6.6%7d TXN+4.4% +1.9%1d +3.0%7d BAM+3.9% -1.3%1d +3.8%7d 2802.T+3.8% +0.4%1d -4.1%7d AI.PA+3.7% 0.0%1d +0.3%7d 5347.KL+3.2% +0.5%1d +2.3%7d SOLS+2.5% -0.6%1d +0.3%7d 6861.T+2.4% -2.5%1d -3.0%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d 300748.SZ+1.5% +3.4%1d +14.7%7d 6103.T+1.5% -0.7%1d -5.8%7d 300124.SZ+1.5% +7.2%1d +7.7%7d 6501.T+1.2% -4.4%1d -3.6%7d 688017.SS+1.1% +12.1%1d +22.5%7d 2383.TW+1.0% 0.0%1d -1.8%7d CSCO+0.1% +1.5%1d -0.8%7d NXPI-0.2% -1.2%1d +2.4%7d PENG-0.9% +2.9%1d -6.5%7d SHECY-1.0% +0.8%1d -0.7%7d JCI-1.3% +0.7%1d -1.0%7d CMI-1.4% -0.4%1d -2.6%7d ROK-1.6% +0.5%1d 0.0%7d AMBA-1.7% +5.3%1d +7.8%7d SHLS-1.7% -1.9%1d +5.7%7d TSLA-2.1% -0.6%1d +4.9%7d 002050.SZ-2.2% +6.7%1d +11.7%7d 3105.TWO-2.2% 0.0%1d -3.0%7d 601689.SS-2.4% +5.7%1d +12.5%7d ON-2.5% -1.3%1d +0.3%7d NOVT-2.5% +3.0%1d +9.3%7d 6920.T-2.7% +2.1%1d -7.7%7d RRX-3.0% -0.5%1d -4.0%7d TEL-3.0% -0.2%1d -2.2%7d HUBB-3.4% +0.5%1d -2.8%7d NXT-3.6% +1.6%1d -1.4%7d CEG-4.0% -0.7%1d -6.6%7d PRLB-4.0% +1.5%1d -0.1%7d 4186.T-4.2% -0.9%1d -7.2%7d GFS-4.4% +2.4%1d -4.9%7d ENPH-4.5% +0.8%1d +3.2%7d 6954.T-4.5% -0.7%1d -6.7%7d CGNX-4.5% +1.7%1d +2.9%7d DLR-5.0% +0.8%1d -2.0%7d ENVX-5.1% +9.4%1d +12.1%7d 6146.T-5.7% -3.8%1d -8.5%7d 6141.T-6.1% -1.4%1d -4.5%7d GNRC-6.3% -0.6%1d -3.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d 3037.TWE-6.5% 0.0%1d -0.5%7d 7011.T-6.5% -2.0%1d -4.8%7d SIE.DE-6.6% -4.1%1d -5.5%7d TKR-7.1% +0.9%1d -2.7%7d 6762.T-7.1% -5.6%1d -10.8%7d 6471.T-7.2% -0.6%1d -5.2%7d PLAB-7.3% +0.9%1d +2.3%7d RSW.L-7.3% -3.7%1d -6.2%7d 2049.TW-7.6% 0.0%1d -3.9%7d EQIX-8.0% +0.3%1d -3.1%7d 6506.T-8.2% -0.3%1d -8.1%7d 6315.T-8.3% +0.1%1d -9.1%7d VECO-8.4% +2.2%1d -1.6%7d WRT1V.HE-8.9% -5.3%1d -4.5%7d AVGO-9.4% -0.5%1d -2.1%7d 7729.T-9.6% -3.1%1d -14.0%7d APH-9.9% +1.4%1d -6.6%7d ASML-9.9% +0.7%1d -4.3%7d CIEN-10.0% -0.7%1d -3.8%7d SYM-10.1% -2.7%1d +1.3%7d FCX-10.2% +0.9%1d -6.3%7d BWXT-10.3% -0.1%1d -7.2%7d FSLR-10.4% +0.4%1d -0.4%7d XPEV-10.5% +1.5%1d -0.2%7d QCOM-10.8% +1.8%1d +2.2%7d CLFD-10.8% +0.7%1d -6.0%7d ENTG-10.9% +4.8%1d -3.0%7d 6481.T-11.2% -1.9%1d -10.8%7d JBL-11.3% +2.5%1d -1.5%7d LASR-11.3% +0.7%1d +7.9%7d AGX-11.6% +0.2%1d -4.2%7d 8358.TWO-11.8% 0.0%1d -7.1%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d ORCL-12.7% +0.5%1d -1.6%7d SMTOY-13.1% -0.2%1d -9.4%7d CCJ-13.4% -0.4%1d -3.6%7d 2449.TW-13.7% 0.0%1d -4.5%7d 9880.HK-13.7% +6.7%1d +5.7%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d MTSI-14.4% +2.8%1d -9.9%7d GEV-14.4% -1.5%1d -11.5%7d LBRT-14.7% +1.4%1d -6.1%7d CW-14.7% -2.0%1d -7.4%7d ANET-15.3% +0.8%1d -2.6%7d XMTR-15.4% -0.3%1d -2.2%7d CAT-15.4% -2.4%1d -6.0%7d WOLF-15.5% +1.3%1d -1.3%7d 6451.TW-15.6% 0.0%1d -3.6%7d NKT.CO-15.8% -4.0%1d -5.7%7d MPWR-15.9% -2.4%1d -5.8%7d AMD-15.9% +1.7%1d -2.3%7d STM-16.1% -0.2%1d -3.0%7d ENR.DE-16.2% -8.6%1d -7.7%7d 005380.KS-16.4% -2.0%1d -5.3%7d ETN-16.6% -0.8%1d -6.4%7d 6830.TW-16.7% 0.0%1d -6.7%7d AMS.SW-16.8% -6.8%1d -3.0%7d IFX.DE-17.1% -6.0%1d -4.9%7d ECG-17.5% -2.2%1d -13.4%7d CAMT-17.6% +1.4%1d -6.4%7d ABBNY-17.7% -1.4%1d -9.8%7d 2308.TW-17.9% 0.0%1d -4.6%7d MU-18.1% +2.5%1d -0.1%7d 5803.T-18.2% -1.0%1d -10.3%7d 6981.T-18.8% -2.4%1d -9.1%7d KLIC-18.9% +0.4%1d -6.3%7d AMSC-19.1% +0.4%1d -2.1%7d ALOY-19.3% +0.3%1d -3.2%7d LITE-19.3% +0.5%1d -8.3%7d ILU.AX-19.4% -4.4%1d -6.9%7d HSAI-19.5% +8.2%1d +5.7%7d 3665.TW-19.9% 0.0%1d -7.0%7d GLW-19.9% -0.2%1d -6.3%7d NEX.PA-19.9% -5.8%1d -9.7%7d SU.PA-20.1% -5.4%1d -8.6%7d AMAT-20.5% +0.4%1d -7.8%7d AIXA.DE-20.5% -9.8%1d -6.6%7d SMCI-20.5% -2.3%1d +4.1%7d TER-20.6% 0.0%1d -5.0%7d 6324.T-20.9% +0.4%1d -8.5%7d AOSL-20.9% -1.8%1d +0.7%7d 3363.TWO-21.3% 0.0%1d -4.7%7d MTZ-21.4% -0.3%1d -10.4%7d FN-21.4% -0.9%1d -13.4%7d POWL-21.6% +0.2%1d -8.6%7d MP-21.7% -0.7%1d -4.7%7d VRT-21.9% -0.7%1d -5.9%7d SMTC-22.1% +5.5%1d -3.5%7d SHA0.DE-22.2% -4.6%1d -3.5%7d 3436.T-22.5% -1.6%1d -13.2%7d KLAC-22.5% -1.5%1d -12.2%7d PRY.MI-22.6% -7.6%1d -8.8%7d NVT-23.0% -1.8%1d -11.7%7d NOK-23.4% +3.3%1d -10.9%7d UMC-23.5% +1.9%1d -4.7%7d 4979.TWO-23.7% 0.0%1d -13.5%7d CRDO-24.0% -9.5%1d -13.2%7d 005930.KS-24.5% +0.5%1d 0.0%7d SOI.PA-24.6% -9.8%1d -11.7%7d OUST-24.6% +6.1%1d +4.4%7d IQE.L-24.6% -1.8%1d -11.0%7d LYSDY-24.6% -2.3%1d -0.7%7d MXL-24.7% -2.8%1d -11.0%7d 2GB.DE-24.9% -4.3%1d -4.3%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d BESIY-25.1% -7.5%1d -6.1%7d MKSI-25.2% +0.2%1d -8.5%7d 009150.KS-25.6% -2.0%1d -5.6%7d NEO.TO-26.2% -0.1%1d -6.5%7d FLNC-26.3% -1.9%1d -3.6%7d AMKRE-26.3% +0.6%1d -6.0%7d LPK.DE-26.5% -8.3%1d -12.8%7d 1888.HK-26.9% +2.4%1d -4.5%7d 688825.SS-26.9% +7.9%1d -4.8%7d TSEM-27.3% -0.1%1d -14.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d HGRAF-28.6% +7.9%1d +32.6%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d AIRJ-29.0% 0.0%1d -4.5%7d WAF.DE-29.0% -8.7%1d -9.9%7d INTC-29.1% +1.7%1d -3.2%7d NVTS-29.2% -1.3%1d +0.5%7d ONTO-29.6% 0.0%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d STRL-30.6% -4.7%1d -16.3%7d 322310.KS-30.9% -1.8%1d -16.5%7d MOD-30.9% -1.4%1d -10.4%7d STX-31.8% -1.8%1d -1.3%7d FLEX-31.8% -0.2%1d -15.4%7d SNDK-31.9% -1.8%1d -4.7%7d OKLO-32.1% -2.4%1d -5.8%7d LEU-32.3% -1.6%1d -10.9%7d 3952.HK-32.5% +15.3%1d +6.4%7d 006260.KS-32.7% -2.7%1d -5.0%7d IPWR-32.8% -4.2%1d -8.4%7d AAOI-33.2% -0.8%1d -10.7%7d KULR-34.0% 0.0%1d -8.1%7d ASPI-35.2% -6.7%1d -8.9%7d FCEL-35.3% -4.1%1d -14.5%7d TTMI-36.3% +8.4%1d -14.7%7d 3308.HK-36.6% +4.2%1d -6.3%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d SMR-38.0% 0.0%1d -7.7%7d FPS-39.3% -2.8%1d -23.6%7d SIVE.ST-40.0% -10.9%1d -10.0%7d HUT-40.2% -4.3%1d -9.6%7d TMC-40.3% -1.6%1d -5.8%7d FTCI-41.7% +1.4%1d -8.1%7d AEHR-43.2% -0.6%1d -8.7%7d TE-43.3% -0.9%1d -12.6%7d NJDCY-44.8% -3.9%1d -3.9%7d IREN-47.1% -2.4%1d -7.7%7d FRMI-47.1% -3.8%1d -19.3%7d EOSE-51.7% +1.2%1d -5.0%7d TRT-56.0% -2.3%1d +2.4%7d
@focus
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SHOP+18.5% -0.1%1d -0.5%7d ILMN+5.5% 0.0%1d +2.6%7d MSFT+4.8% +0.7%1d -0.9%7d AAPL+3.2% -0.1%1d +1.2%7d AMZN-0.5% -0.9%1d -0.8%7d HQ-0.9% +3.2%1d +18.0%7d TSLA-2.1% -0.6%1d +4.9%7d GOOGL-5.2% -1.2%1d -6.0%7d NVDA-6.5% -0.6%1d -1.5%7d NTR-7.2% +0.9%1d -2.1%7d NET-7.5% +7.3%1d +9.9%7d ARGX-7.6% -0.2%1d +6.7%7d NFLX-7.7% -1.8%1d -6.6%7d MU-18.1% +2.5%1d -0.1%7d PL-18.1% +2.5%1d -1.1%7d OUST-24.6% +6.1%1d +4.4%7d IONQ-26.5% +0.3%1d 0.0%7d ARQQ-27.2% +3.8%1d +17.1%7d RGTI-28.0% +0.3%1d -2.4%7d QUBT-28.1% -0.5%1d +3.1%7d QBTS-30.6% +0.3%1d -1.0%7d SNDK-31.9% -1.8%1d -4.7%7d LAES-32.6% 0.0%1d -13.4%7d INFQ-36.7% -0.6%1d +2.3%7d ARM-36.8% +0.1%1d -7.7%7d XNDU-50.5% -2.6%1d -13.2%7d

Decision history

4 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 23 sell n/a Profit target +43.6% complete
May 23 sell n/a Profit target +43.6% complete
May 11 sell n/a Profit target +8.1% complete
Apr 30 enter high Margin turn +55.1% complete

Desk commentary

Authored analysis and challenge notes tied to SNDK.

1

Next earnings SNDK reports in 6 days Oct 29

Last report Aug 5

Reported the quarter ending 2026-07-03: revenue $8.96B, net income $6.90B (SEC filing). Across the print the stock moved -11.8% (close before → first close after).

full note →

Against street estimates

How SNDK's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

6 quarters on file · newest report Aug 5 · projection Oct 23

Result
Aug 5 34.5239.25+13.7%Beat
Apr 30 14.6623.41+59.7%Beat
Jan 29 3.546.20+75.0%Beat
Nov 6 '25 0.891.22 GAAP ≠ +36.9%Beat
Aug 14 '25 0.030.29+771.1%Beat
May 7 '25 -0.39-0.30 GAAP ≠ +22.4%Beat

Against its own guidance

How SNDK printed versus the numbers it guided to — company guidance vs reported actuals (8-K parsed); NOT analyst consensus. So "beat" here means beat its OWN guidance, not the street's. Streak counts revenue quarters only.

3 graded revenue quarters · 6 guidance lines below · 3 straight revenue quarters above its own guidance · newest filing Apr 30

Guided rangePrintedvs guidedResult
Apr 30 Revenue$7.8B – $8.3Bnot graded yet—Not graded
Apr 30 Gross margin77.9% – 79.9%not graded yet—Not graded
Jan 29 for Apr 3 Revenue$4.4B – $4.8B$6.0B+29.3%Above
Nov 6 '25 for Jan 2 Revenue$2.5B – $2.6B$3.0B+16.3%Above
Aug 14 '25 for Oct 3 '25 Gross margin27.3% – 29.3%29.8%+1.5 ptsAbove
May 7 '25 for Oct 3 '25 Revenue$1750M – $1850M$2308M+28.2%Above

Recent news

Headlines about SNDK from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

SNDK research tape

146 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

tweet KawzInvests — IDC: Q3 smartphone shipments fell 22%, the worst on record, as memory costs ro... scan Optical Supply Chain Scan — October 16, 2026 candidate MU — candidate.roundup scan Optical Supply Chain Scan — October 9, 2026 candidate MU — candidate.roundup
Types
Oct 22 tweet KawzInvests — IDC: Q3 smartphone shipments fell 22%, the worst on record, as memory costs rose about 350%
MUSNDKAAPLQCOM#memory-supercycle
Oct 16 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 16 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Oct 9 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 9 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 2 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 25 pick Bloomberg — SK Hynix weighs a 2027 US listing for its Solidigm flash unit
MUSNDK#memory-supercycle
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 23 pick MarketWatch — Micron has become a battleground stock as the AI narrative shifts to the durability of memory demand
MUSNDK#memory-supercycle
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Market Brief The Hike Nobody Sold — Crypto, Security and Memory Took the Week
APDARESBACBFHBRKRCGONMSTRBTDR +4 more
Sep 18 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 10 tweet Terry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short
SNDKMUAMDLITECOHRSKHY#memory-supercycle#optical-supercycle#nearline-storage
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 9 Market Signal High Beta Giveback Targets Retired VIX to Normal
GOOGLMLMCEGSNDKITALMTGEV
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 7 Article Memory’s Next Test Is Customer Consumption
SNDKMUSTXWDC
Sep 7 Market Brief Memory Leads, Software Splits
AMGNARKWAVALBANB.SWBDXBMYLULUPATH +4 more
Sep 6 Article SK hynix: memory pricing and supply plans
SKHYMUSNDK#memory-supercycle#ai-capex-digestion
Sep 6 Market Brief Micron Leads the Tuesday Entry Map
AMGNARKWAVALBANB.SWBDXBMYLULUPATH +4 more
Sep 6 Article Micron Is Buyable on a Held Breakout; Most of the Rebound Still Waits
MUNBISIRENSNDKGEVCEGTSMSOXX +4 more
Sep 5 Market Brief A War Priced as Rates
AMGNAMTARKWAUBDXBMYLULUPATH +4 more
Sep 4 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 2 tweet Paradis - TrendForce: memory chips to hit 68% of cloud-provider capex in 2027
MUSNDK#memory-supercycle
Sep 1 tweet HBM shortage reportedly forces a Rubin Ultra spec cut — the memory trade has a bearish edge
NVDAMUSNDK#memory-supercycle
Aug 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 27 Article Congress Trade Tracker — Who Actually Beats the Index
NVDAGOOGLAMZNAAPLAVGOINTCVSTBE +4 more
Aug 26 Article The AI Buildout Is Paying the Ecosystem, Not NVIDIA
NVDATELMUSNDKWDCSTXAPHETN#memory-supercycle#ai-power-delivery +4 more
Aug 26 Market Signal The AI Money Went Into the Ecosystem, Not Into Nvidia
NVDAMUSNDKWDCSTXSKHYCRWVNBIS#memory-supercycle#ai-power-delivery +4 more
Aug 26 Market Brief Concrete Bids, Compute Bleeds
ABBNYADA-USDAEVAAIPAKAMAPDCVIKSPI +4 more
Aug 25 Market Brief Biotech Goes Blue-Chip, Credit Slips Its Line
AGXAMRARKFBITXBKRBLMNPDDXPEV +4 more
Aug 24 Catalyst SNDK earnings
SNDK
Aug 22 tweet The Kobeissi Letter — South Korea's chip trade surplus hit a record ~$35B in June, more than tripling in 12 months
MUSNDKEWY#memory-supercycle
Aug 22 tweet SemiAnalysis — 3D NAND is switching word lines from tungsten to molybdenum above ~300 layers
MUSNDKAMATLRCX#memory-supercycle#nearline-storage
Aug 22 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 17 tweet Memory bull consolidation: 2027 DRAM and HBM capacity reportedly sold out
MUSNDK
Aug 14 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 11 tweet The Kobeissi Letter — memory is now the tape: NVDA, MU and SNDK are three of the four most-traded US stocks
NVDAMUTSLASNDK#memory-supercycle
Aug 8 Article Memory Splits: the Shortage Story Is Intact, the Single Names Are Not
MUSNDKWDCSTXSIMO#memory-supercycle#nearline-storage
Aug 8 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 5 Market Brief Fear Disarms Into the Week's Biggest Print Wall
AGROAMBAAMPARESARKGATKRSPCXPLTR +4 more
Aug 5 tweet Gavin Baker on Invest Like the Best — no slowdown on the ground: old GPUs repricing up, the memory war, and who funds the buildout
NVDAMUSNDKSPCX
Aug 5 Catalyst SNDK earnings
SNDK
Aug 3 Market Brief The Tape Turned, Then Palantir Answered
ACHCANDEBKDCAKECECOCLDXAGMCDNA +4 more
Jul 31 Article One Seller: Anatomy of the AI Whiplash
MUSNDKSKHYNBISCRWVEWYBESTX#memory-supercycle +1 more
Jul 31 News KOSPI's largest one-day gain in history; the unwind's anatomy gets numbers — captured 2026-07-31 EOW
EWYSKHYMUSNDKNBISCRWVBE#memory-supercycle
Jul 31 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 30 News The buyer has a name: Citadel takes the Situational Awareness book — WSJ/Reuters, captured 2026-07-30 EOD
SNDKMUSKHYCRWVNBISADBE#memory-supercycle
Jul 30 Source The Situational Awareness arc — paradislabs tweet
SNDKMUSKHY#memory-supercycle
Jul 30 Source Situational Awareness NAV vs gross exposure — Kobeissi tweet
SNDKMUSKHY#memory-supercycle
Jul 30 Article The Forced Seller Has a Name: Situational Awareness Dumps Its Entire Public Book
SNDKMUNBISCRWVADBESKHY#memory-supercycle
Jul 30 News Situational Awareness forced unwind — CNBC/FT, captured 2026-07-30
SNDKMUNBISCRWVADBESKHY#memory-supercycle
Jul 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 26 Article Memory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter
MUSTXWDCSNDKTERKLICAMKREEWY#memory-supercycle#nearline-storage
Jul 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 24 Market Signal Disclosed Money: Congress's Most Active Traders Spent May and June Buying the AI Supply Chain
NVDAAVGOMRVLAMDMUSNDKLITECOHR#memory-supercycle#optical-supercycle +4 more
Jul 22 pick ADATA chairman: DRAM shortage lasts another 10 years, 'AI bubble talk can wait until 2040'
MUSNDK#memory-supercycle
Jul 20 pick Semafor — the AI memory shortage is going geopolitical
MUSNDK#memory-supercycle
Jul 19 Article What to Own When Intelligence Is Free
CEGGEVLEUMUSNDK#ai-capex-digestion#ai-power-bottleneck#nuclear-fuel-cycle#memory-supercycle
Jul 17 Article The K3 Scare Is Not the R1 Scare
NVDAMRVLARMMUSNDK#ai-capex-digestion#memory-supercycle
Jul 17 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 15 pick SK Hynix options launch — but peers are stealing the memory thunder
MUSNDK
Jul 13 pick Wonderful at a Fair Price — 'Micron Stock and the $26.5 Billion Tell'
MUSNDKSKHY#memory-supercycle
Jul 13 Investigation The memory selloff is an ASP repricing — and the $26.5B raise is the tell
SNDKMUSKHYSTXWDCSIMORMBSEEWY#memory-supercycle
Jul 13 reddit r/stocks — SK Hynix tumbles 15% in Seoul AFTER a record Nasdaq ADR debut ($26.5B, 7x oversubscribed, ADR +13%)
SKHYMUSNDKEWY#memory-supercycle
Jul 13 tweet P Equity Research — BofA: memory indicator near record highs (183 vs past peaks of 120-130), super-cycle intact
MUSNDK#memory-supercycle
Jul 13 tweet Jukan — NVIDIA's NDR: memory shortage expected to persist for several years
MUSNDKNVDA#memory-supercycle
Jul 13 tweet Global Markets Investor — KOSPI -9%, trading halted; SK Hynix -15%, its largest daily drop on record
EWYMUSNDK#memory-supercycle#war-ends-playbook
Jul 13 tweet Semiconductor Insider — Korea Investment Securities cuts SK Hynix 2026-27 operating profit 9-11% on HBM4 ramp delays
MUSNDKEWY#memory-supercycle
Jul 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 5 Article The Memory Supercycle Is Broader — and More Dangerous — Than the Narrative Admits
MUSNDKSTXWDC#memory-supercycle
Jul 2 Snapshot aibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline)
MUSNDKMPALABCCJ#optical-supercycle#ai-power-bottleneck#ai-power-delivery#memory-supercycle
Jun 29 Market Signal Memory Capex Glut Watch
MUSNDKSTXWDCSIMODRAMEWY
Jun 26 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 26 Article Week in Review — The Rotation Gets a Name
SPYQQQDIAIWMRSPMUSNDKAMAT#ai-capex-digestion#memory-supercycle#ai-power-bottleneck +4 more
Jun 26 Article The Rotation Map — What Held, What Got Whacked, and the RSI-20 Trap
SNDKMUALABAMATUNHABBVILMNCAT +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 26 Update MU — candidate.roundup
MUSNDKSTXWDCDRAM
Jun 25 Article SemiAnalysis Memory Mania — once-in-four-decades shortage, supercycle bigger+longer than consensus — article
MUSNDK
Jun 25 Reddit memory compression demand-destruction bear vs Jevons; MU growth price-driven not shipment-driven — reddit
MUSNDK
Jun 25 Source Asia-led global correction / memory front-run watch
MUSNDKTSM
Jun 25 Article Where the Entries Are
GOOGLAMZNAAPLNVDAAVGOCRWDASMLALAB +4 more
Jun 25 Update MU — candidate.roundup
MUSNDKSTXWDCDRAM
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan NVDA Ecosystem (Composite)
NVDAAMDARMAVGOMRVLTSMASMLAMAT +4 more
Jun 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 17 Investigation memory-tier bifurcation: NVIDIA halving a mid memory tier
MUSNDKSTXWDCDRAM#memory-supercycle
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKRE +4 more
Jun 16 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
Jun 16 Article Status Report
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#memory-supercycle#optical-supercycle +4 more
Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
Jun 3 Investigation Nearline HDD storage chokepoint — demand corroborated, supply chain mapped, durable vs bubble and coverage decision
STXWDCMUSNDKAMATLRCXKLACTER#memory-supercycle#ai-power-bottleneck +3 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
May 29 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 28 Source REVERE DAILY MARKET INSIGHT VIDEO (5-28-2026): BY @ConnorJBates_ NOTHING BEARISH
SPXQQQIWMARMDELLXBISNDK
May 23 Article Weird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat
MSTRNVDATSLABTCMSTUMSTXMSTYNVDL#ai-power-bottleneck#optical-supercycle +4 more
May 22 Source $MEME Great proxy for risk on/off in high beta land. Top Holdings ~ $AAOI $ASTS
MEMEAAOIASTSAPLDSNDKBEIRENIONQ +3 more
May 19 Source $MU $SNDK $DRAM Holding up great
MUSNDKDRAM
May 19 Source I take that back. It definitely happened. $MU $SNDK
MUSNDK
May 6 Desk Move SNDK — gottheimer-trades buy
SNDK
Apr 30 Catalyst SNDK earnings
SNDK
Apr 28 Scan Optical Supply Chain Scan
ALABAXTICIENCLSECOHRFNFORMGLW +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 26 Scan Optical Supply Chain Scan
ALABAXTICIENCLSECOHRFNFORMGLW +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 15 Archive AI Power Bottleneck — Watts Per Rack as the Binding Constraint on AGI
APLDAVGOBEBITFBTDRBWCIFRCLSK#ai-power-bottleneck +4 more
Apr 14 Source AI Supply Chain leadership leaderboard — top 12 +106-303% YTD + do-more-of-whats-working methodology
AAOIAXTIOPTXSNDKLWLGAEHRICHRBE#optical-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Apr 14 Source Leopold Aschenbrenner Q4 2025 13F — Pure Energy Play
BECRWVLITECORZIRENAPLDSNDKNVDA#ai-power-bottleneck#optical-supercycle +1 more
Apr 13 Scan Optical Supply Chain
ALABAXTICIENCLSECOHRFNGLWLITE +4 more
Apr 13 Scan Monster Scan
AMATAMDAMKREATEYYAXTIBECIENCRS +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKREAMZNAXTICIENCLSECOHR +4 more
Apr 10 Source @ParadisLabs — 500%+ YTD Performance Post
LITECOHRAAOIAXTITSEMIQESOI.PAAEHR +1 more
Jun 2 '25 Source @zephyr_z9 — Long Video Generation → Memory Supercycle
MUSTXWDCSNDK#gulf-infrastructure-strike