SNDK — Desk Call Target

Target

SNDK — Desk Call Target

Setup

SNDK — desk call only on evidence the +69% NAND operating margin is a baseline, not the peak — two more prints holding pricing · open - sndk

4 events
DateTypeEvent
Jul 5 ArticleThe Memory Supercycle Is Broader — and More Dangerous — Than the Narrative Admits Jul 7 ScanMonster Scan Jul 7 ScanOptical Supply Chain Scan Jul 2 Snapshotaibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline)

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