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Oh, yeah, i completely agree with that but the difference from ~45$ to 80$ os almost 100% and i don't expect the Powells removal to double the entire market. So I thought that by mentioning rate cuts you refer to a particular relationship between SNDK and rates that i'm not aware of.
Sounds great, but why after the rate cuts, how will they affect SNDK
*It appears most likely my AMAT and SNDK calls are going tits up.* *Fuck.*
SNDK puts printing okay (i got 45 puts). WIsh i got 40...
*So you bought AMAT & SNDK calls? Yes.* *Did you buy UNH calls? No.* *#fukt.*
SNDK looked promising tbh. Market said no
My SNDK calls and AMAT puts didn’t get filled, I guess you win some you lose some..
*No SNDK noooo! Not you too. But you promised!* *CSCO calls = dusted* *SNDK call = smoked* *AMAT call = rekt.* *Ready = fukt.* *Damn it man.*
Nice hit today on AAP $61P… anyone doing a play on SNDK?
Any feelings on Sandisk (SNDK)?
prob average up on SNDK before earnings
Former WSB mod here :D SANDISK yolo. Loading up on $50c 7/18. NAND recovery cycle is picking up and SNDK is recovering from tariff shenanigans. My stock position is already up 57% since April. Just dropping this comment here to share a ride on the rocketship :)
https://finance.yahoo.com/quote/SNDK/ is my home page
There's still room for growth on the HW side; SanDisk for instance are trying to sell in their High Bandwidth Flash (HBF) as an alternative to the High Bandwith Memory (HBM) that Nvidia and co are using, supposedly being able to deliver 8-16x capacity at the same cost. I don't think there has been any new developments or news about this since end of february though, and I'm not very knowledgable about this technology so I wouldn't know if this could realistically gain any significant market share. Bought a few SNDK shares just for fun.
A single $SNDK July 18th 50 Call should do the trick
any news on SNDK? why up 6% … should’ve bought calls not shares
SNDK options are so illiquid. I’m not moving my limits you bitch
From Gemini: It seems there's a misunderstanding. SanDisk (SNDK) was acquired by Western Digital (WDC) in 2016. However, recent news in 2025 indicates that SanDisk has been spun off as an independent company again and is now trading under the ticker SNDK on NASDAQ. Western Digital still retains about 20% ownership. Given this recent spin-off, here's a summary of why SanDisk (SNDK) might be a good stock to consider buying now, based on the information available: Reasons to consider SNDK a good stock to buy: * Analyst Outlook: Multiple analysts have initiated coverage with "Buy" or "Strong Buy" recommendations and significant upside potential from current levels. Average price targets range from $49 to $62, representing a substantial increase from its current price (around $39.82 as of June 4, 2025). * Undervaluation: InvestingPro analysis suggests the stock appears undervalued at current levels, and some metrics like Price/Book (0.61) also indicate potential undervaluation compared to some peers. * Earnings Forecast: Earnings are forecast to grow significantly (108.73% per year), and the company recently beat expected EPS for Q3 2025, reporting a non-GAAP loss of $-0.30 against an expectation of $-0.38. * Revenue Growth: Revenue grew by 10.7% over the past year, and despite a sequential decline in Q3 2025, the company is forecasting a revenue rise for Q4 2025. * Increased Cash Reserves: SanDisk has increased its cash reserves from $1.3 billion to $1.5 billion, which can provide financial stability. * Technical Indicators: Some technical indicators point to a buying opportunity, as the stock has rebounded from its 52-week low. * Market Position: SanDisk is a major player in the NAND flash memory semiconductor market, which is crucial for various electronics and cloud storage. Points to consider and potential risks: * Recent Spin-off: As a newly spun-off entity, it might experience some volatility as the market adjusts to its new independent status. * Financial Challenges: The company posted a non-GAAP loss in Q3 2025, highlighting ongoing financial challenges, and its net profit margin is currently negative (-114.04%). * Volatile Share Price: The share price has been volatile over the past three months. * Industry Cyclicality: The semiconductor industry, including flash memory, can be cyclical, and demand/pricing can fluctuate. * Goodwill Impairment: The company took a significant non-cash goodwill impairment charge of $1.83 billion. In conclusion: SanDisk (SNDK) appears to be generating renewed interest from analysts and showing signs of recovery and future growth potential after its spin-off. The consensus among many analysts is positive, with a belief that the stock is currently undervalued and has significant upside. However, it's crucial to acknowledge the recent financial challenges and the inherent volatility of the semiconductor market. Before making any investment decisions, it's highly recommended to conduct your own thorough research, consider your risk tolerance, and perhaps consult with a financial advisor.
Interesting… but I cannot recall the last time I bought a new memory card. It’s all cloud storage now, cheaper and more secure. SNDK failed to pivot towards cloud storage in the way Google and Apple have.
I believe there’s a major opportunity in an often-overlooked corner of the creative tech economy—one that’s unfolding in real time for anyone paying attention. As a professional photographer and videographer based in NYC, I see firsthand how the creator economy is exploding. Today, more than 200 million people identify as content creators worldwide—and the demand for creative tech is growing fast. Two perfect case studies: have you heard of the cameras Canon G7X and Fujifilm X100V. These hybrid consumer-pro cameras have been backordered globally for over 6 months, with secondhand prices climbing well above their $1k-2k MSRP. The message is clear: people want to create—and they’re investing in the tools to do it. Because unlike most consumer products, it comes with real ROI. But with every camera comes a quieter less sexy need: STORAGE. Memory cards, SSDs, flash drives, card readers—none of the content gets made or delivered without them. This is where SanDisk ($SNDK) comes in. After spinning out from Western Digital in early 2025, SanDisk returned to public markets with a renewed focus on hybrid consumer/pro storage leadership. They’ve dominated this space for decades—and they’re poised to ride this creator wave. They recently rebranded to attract more consumers and they’re off to a great start. Seems like they went from their boring “Office Depot” appearance to the “Nike” of creator accessories. The global flash storage market is projected to grow to $117.3B by 2028 (CAGR: 10.8%). Meanwhile, SanDisk is trading around $39–40/share with a market cap of just $5.5B—a number that seems disproportionately low given their global brand recognition and vertical dominance in storage hardware. This is a legacy name with massive real-world relevance—and it’s hiding in plain sight.