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 $644.60 · VWAP $957.77 · +35.7% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: 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+6.1% -0.6%1d -2.3%7d MRVL-0.8% -5.6%1d -17.2%7d MU-5.2% -5.6%1d -14.6%7d SNDK-14.5% -6.8%1d -17.9%7d SKHY-21.9% -6.6%1d -19.3%7d
@memory
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RMBS+7.2% -6.0%1d -18.8%7d MU-5.2% -5.6%1d -14.6%7d SIMO-12.4% -3.3%1d -19.9%7d EWY-14.3% -3.7%1d -15.1%7d SNDK-14.5% -6.8%1d -17.9%7d DRAM-16.1% -5.8%1d -18.8%7d STX-18.4% -7.5%1d -18.4%7d DISK-20.1% -5.9%1d -20.3%7d WDC-20.4% -6.9%1d -16.4%7d SKHY-21.9% -6.6%1d -19.3%7d
@thebuildout-ai-storage-data-pipeline
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P+27.1% -7.0%1d -19.7%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d KLAC-1.0% -5.0%1d -15.3%7d IBM-2.3% -0.8%1d +2.2%7d HPE-2.7% -6.0%1d -24.9%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d SNOW-7.3% -8.4%1d -16.8%7d MDB-10.3% -7.9%1d -12.5%7d SNDK-14.5% -6.8%1d -17.9%7d STX-18.4% -7.5%1d -18.4%7d DELL-19.8% -4.6%1d -22.9%7d WDC-20.4% -6.9%1d -16.4%7d SKHY-21.9% -6.6%1d -19.3%7d
@optical-supply-chain
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ALAB+6.2% -5.3%1d -16.5%7d MTSI+4.2% -3.4%1d -20.6%7d MXL+2.6% -8.8%1d -25.8%7d OPTX+2.4% -5.9%1d -19.4%7d FORM+0.2% -7.3%1d -24.8%7d PLAB-1.2% -3.5%1d -7.1%7d CIEN-2.3% -6.7%1d -26.0%7d VIAV-3.2% -9.3%1d -26.6%7d TSEM-3.3% -6.8%1d -14.5%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d GLW-8.4% -4.6%1d -15.8%7d ONTO-9.4% -4.8%1d -25.1%7d LITE-10.4% -5.2%1d -25.3%7d HIMX-10.7% -3.8%1d -12.4%7d LAZR-14.3% -4.2%1d -19.1%7d SNDK-14.5% -6.8%1d -17.9%7d LWLG-17.8% -5.5%1d -20.1%7d SMTC-18.4% -5.2%1d -27.0%7d LPTH-18.4% -6.6%1d -21.2%7d COHR-19.7% -7.1%1d -25.5%7d AXTI-19.9% -11.1%1d -24.8%7d AAOI-21.9% -9.8%1d -31.1%7d KOPN-24.2% -13.7%1d -26.2%7d POET-26.6% -9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d ALMU-40.8% -10.2%1d -30.3%7d
@ai-bottlenecks
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P+27.1% -7.0%1d -19.7%7d TLN+23.4% +0.3%1d -6.3%7d 8046.TW+22.6% +0.7%1d -8.1%7d PENG+18.4% -7.7%1d -25.1%7d 6920.T+15.2% +5.0%1d -15.2%7d 3037.TW+13.4% +1.4%1d -14.2%7d 4958.TW+12.9% +7.3%1d -5.9%7d 7729.T+10.2% +1.7%1d -12.4%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d 2802.T+8.6% +0.8%1d -2.2%7d AMS.SW+8.5% -2.3%1d -15.5%7d RSW.L+8.5% +1.5%1d -4.1%7d GFS+8.5% -4.3%1d -3.2%7d 6103.T+8.5% +1.1%1d -0.5%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d 6501.T+8.0% +3.1%1d +1.8%7d LIN+7.9% +1.1%1d +3.0%7d NG.L+7.4% +2.0%1d +6.2%7d 6861.T+6.8% +2.3%1d +0.3%7d ENTG+6.6% -5.5%1d -16.3%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d TXN+6.1% -0.9%1d -2.6%7d 3105.TWO+6.0% -0.2%1d -13.8%7d 6146.T+5.9% +1.3%1d -12.4%7d MPWR+5.5% -3.1%1d -12.7%7d 2449.TW+5.2% +1.1%1d -9.7%7d TEL+5.2% -0.2%1d -2.6%7d WEC+5.2% +2.5%1d +4.8%7d SHLS+5.1% -7.6%1d -18.0%7d CRDO+5.1% -4.9%1d -21.6%7d HUBB+5.0% -0.8%1d -2.7%7d SONY+4.8% +0.8%1d +3.1%7d NXPI+4.7% -0.8%1d +0.8%7d CEG+4.6% -1.3%1d -9.0%7d MTSI+4.2% -3.4%1d -20.6%7d VECO+4.2% -5.3%1d -18.2%7d ASX+4.2% -5.6%1d -14.9%7d VICRE+4.1% -12.9%1d -28.0%7d AI.PA+4.0% +0.1%1d +2.0%7d SIE.DE+3.9% 0.0%1d -0.5%7d WRT1V.HE+3.9% -3.3%1d -1.9%7d JCI+3.6% -1.5%1d -7.6%7d RRX+3.2% -1.4%1d -6.7%7d AMD+3.2% -6.0%1d -13.1%7d 6762.T+3.1% +1.3%1d -10.0%7d 4186.T+3.0% +2.5%1d -10.8%7d PRLB+2.9% -2.0%1d -8.7%7d ROK+2.7% +1.0%1d -1.5%7d APH+2.7% -2.6%1d -9.0%7d MXL+2.6% -8.8%1d -25.8%7d NXT+2.6% -4.1%1d -7.0%7d 6954.T+2.5% +1.4%1d -1.9%7d ASML+2.5% -1.0%1d -7.8%7d 6481.T+2.1% +1.3%1d -6.9%7d PWR+2.0% -1.6%1d -10.5%7d 7011.T+1.9% +5.4%1d +3.5%7d 2383.TW+1.6% +0.9%1d -13.9%7d SOLS+1.3% -1.1%1d -3.4%7d 6315.T+1.2% +2.2%1d -18.3%7d 3665.TW+1.0% 0.0%1d -14.6%7d CMI+0.7% -0.3%1d +1.5%7d Q+0.4% -3.5%1d -8.9%7d FCX+0.4% -0.7%1d -5.6%7d 6506.T+0.4% +2.4%1d -8.5%7d BAM+0.3% -1.4%1d -1.2%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d D+0.1% +1.1%1d +3.1%7d CLFE-0.3% -0.3%1d -6.6%7d SHECY-0.3% -2.8%1d -3.6%7d CSCO-0.3% -2.2%1d -9.3%7d LPK.DE-0.4% -0.8%1d -15.5%7d GEV-0.4% -0.6%1d -8.3%7d 5347.KL-0.5% +0.1%1d +0.9%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d KLAC-1.0% -5.0%1d -15.3%7d 6471.T-1.0% +2.4%1d -2.3%7d KLIC-1.2% -5.3%1d -14.5%7d PLAB-1.2% -3.5%1d -7.1%7d TSM-1.2% -2.3%1d -9.0%7d ECG-1.5% -1.8%1d -10.4%7d AMAT-1.5% -4.8%1d -19.3%7d ENR.DE-1.6% +2.0%1d -7.1%7d ETN-1.6% -2.8%1d -8.9%7d AMBA-1.7% -2.6%1d -8.5%7d 6141.T-1.8% +2.9%1d -0.3%7d WOLF-1.9% -10.4%1d -24.1%7d LRCX-2.0% -4.9%1d -17.2%7d CLFD-2.1% -1.7%1d -13.3%7d CIEN-2.3% -6.7%1d -26.0%7d 322310.KS-2.4% +5.8%1d -26.4%7d XMTR-2.4% -8.7%1d -18.1%7d EME-2.4% -1.5%1d -8.6%7d DLR-2.8% +0.9%1d -1.6%7d EQIX-3.0% -1.0%1d -3.9%7d NOVT-3.0% -4.5%1d -8.8%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d 300124.SZ-3.4% +0.6%1d -1.8%7d IQE.L-3.5% +0.9%1d -20.3%7d AIXA.DE-3.7% +6.2%1d -9.7%7d TKR-3.7% -0.6%1d -3.2%7d NVT-3.8% -2.5%1d -15.2%7d ABBNY-3.8% -1.8%1d -5.2%7d SMTOY-3.9% -7.3%1d -14.7%7d 2308.TW-4.4% +0.3%1d -16.8%7d TER-4.7% -5.3%1d -19.3%7d IFX.DE-4.8% -0.1%1d -11.0%7d 4979.TWO-4.9% -4.1%1d -8.0%7d 601689.SS-5.1% +4.9%1d -7.5%7d MU-5.2% -5.6%1d -14.6%7d STM-5.6% -2.6%1d -12.8%7d WAF.DE-5.7% +1.1%1d -16.8%7d BWXT-5.9% -0.1%1d -4.7%7d 2049.TW-6.2% 0.0%1d -6.5%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d NKT.CO-6.4% 0.0%1d -1.1%7d 002472.SZ-6.5% +1.3%1d -11.5%7d 002050.SZ-6.5% +2.9%1d -6.4%7d CAMT-6.6% -1.4%1d -15.3%7d 5803.T-6.6% -0.8%1d -16.8%7d ARM-6.6% -6.9%1d -14.4%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d 603728.SS-6.9% +0.5%1d -10.7%7d POWL-7.1% -3.3%1d -14.0%7d NEX.PA-7.3% -0.4%1d -2.0%7d FN-7.4% -5.6%1d -25.3%7d 8358.TWO-7.5% +2.3%1d -11.8%7d AMSC-7.7% -4.5%1d -15.9%7d SOI.PA-7.8% -1.0%1d -19.6%7d 6830.TW-8.0% -0.3%1d -8.2%7d GLW-8.4% -4.6%1d -15.8%7d MKSI-8.7% -6.0%1d -18.8%7d FPS-9.1% -2.1%1d -20.9%7d 3436.T-9.2% +1.9%1d -21.1%7d 6981.T-9.2% +2.2%1d -13.4%7d FIX-9.3% -2.9%1d -16.1%7d SU.PA-9.3% -1.8%1d -4.9%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d FSLR-9.7% -3.5%1d -2.9%7d NOK-9.9% -4.5%1d -11.8%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d 6324.T-10.2% +3.7%1d -14.0%7d CCJ-10.3% -2.0%1d -7.4%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d PRY.MI-10.5% -0.4%1d -11.2%7d 300748.SZ-10.6% +1.2%1d -5.9%7d XPEV-10.7% -4.2%1d -6.8%7d INTC-11.1% -5.8%1d -14.2%7d NEO.TO-11.2% -3.0%1d -5.2%7d ALOY-11.3% +8.2%1d -1.2%7d ILU.AX-11.8% +5.3%1d -6.0%7d CW-11.9% +0.2%1d -2.0%7d AOSL-11.9% -6.8%1d -22.0%7d UMC-12.0% -5.3%1d -13.7%7d STRL-12.1% -4.9%1d -17.3%7d AGX-12.2% -5.9%1d -12.0%7d LASR-12.7% -5.1%1d -12.5%7d 6451.TW-13.5% +1.0%1d -13.4%7d VRT-13.8% -3.9%1d -15.0%7d 005380.KS-13.8% +5.6%1d -3.9%7d LBRT-13.8% -0.6%1d -12.6%7d ENPH-13.9% -0.7%1d -6.7%7d 009150.KS-14.0% +2.1%1d -23.2%7d SMCI-14.2% -9.9%1d -24.4%7d SNDK-14.5% -6.8%1d -17.9%7d ENVX-14.7% -7.1%1d +1.2%7d 005930.KS-15.0% +2.6%1d -17.8%7d SHA0.DE-15.0% +1.4%1d -0.8%7d BESIY-15.1% -6.7%1d -14.1%7d 2GB.DE-15.2% +1.2%1d -18.1%7d MTZ-15.3% -0.3%1d -10.2%7d FCEL-16.1% -7.7%1d -27.9%7d FLEX-16.2% -8.2%1d -24.5%7d OUST-16.4% -9.3%1d -28.8%7d SIVE.ST-16.4% +0.2%1d -20.4%7d 9880.HK-16.6% +3.0%1d -10.0%7d 1888.HK-16.9% +3.1%1d -19.4%7d LEU-17.3% -9.5%1d -19.3%7d TTMI-17.6% -7.4%1d -22.4%7d 688017.SS-17.8% +1.2%1d -10.2%7d MOD-17.8% -3.3%1d -18.0%7d MP-18.0% -3.5%1d -12.9%7d BE-18.0% -6.3%1d -21.1%7d 688825.SS-18.3% +3.3%1d -11.7%7d SMTC-18.4% -5.2%1d -27.0%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d LYSDY-19.9% -0.5%1d -12.6%7d AXTI-19.9% -11.1%1d -24.8%7d WDC-20.4% -6.9%1d -16.4%7d NVTS-20.4% -9.6%1d -22.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d AAOI-21.9% -9.8%1d -31.1%7d SKHY-21.9% -6.6%1d -19.3%7d 3363.TWO-22.4% +2.1%1d -20.4%7d IPWR-23.4% -7.2%1d -17.4%7d KULR-24.1% -7.0%1d -29.7%7d KOPN-24.2% -13.7%1d -26.2%7d FTCI-24.4% -3.0%1d -16.6%7d AIRJ-24.5% -3.8%1d -14.7%7d HUT-24.6% -11.0%1d -19.6%7d 006260.KS-24.9% +2.7%1d -14.8%7d HSAI-25.5% -7.0%1d -22.4%7d CRWV-26.4% -11.9%1d -25.2%7d POET-26.6% -9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d TMC-28.9% -3.4%1d -23.2%7d 3308.HK-29.2% +2.7%1d -17.4%7d SMR-29.8% -5.2%1d -19.0%7d ASPI-32.1% -3.2%1d -19.3%7d FRMI-33.8% -7.1%1d -7.9%7d FLNC-35.9% -9.8%1d -21.9%7d TE-35.9% -10.6%1d -22.7%7d IREN-36.7% -11.2%1d -23.3%7d 3952.HK-36.7% +5.8%1d -27.1%7d NJDCY-37.4% -5.5%1d -5.5%7d HGRAF-47.5% -14.2%1d -24.2%7d TRT-51.2% -4.8%1d -13.2%7d EOSE-53.8% -15.7%1d -27.8%7d
@focus
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SHOP+30.4% -4.8%1d -0.8%7d ILMN+14.7% -2.0%1d -5.6%7d MSFT+7.9% -1.9%1d -1.1%7d AAPL+3.3% +0.4%1d +2.0%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d TSLA-0.9% -2.1%1d -7.3%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d NFLXE-7.7% -2.9%1d +0.3%7d HQ-7.9% -10.4%1d -23.4%7d NTR-8.3% +2.4%1d +5.6%7d NET-8.7% -6.3%1d -17.9%7d SNDK-14.5% -6.8%1d -17.9%7d IONQ-15.1% -8.9%1d -21.6%7d PL-15.4% -6.7%1d -21.1%7d OUST-16.4% -9.3%1d -28.8%7d ARGX-16.8% -3.2%1d -0.7%7d LAES-18.3% -7.3%1d -15.2%7d RGTI-20.2% -6.6%1d -15.9%7d QUBT-20.5% -7.0%1d -14.5%7d ARQQ-26.3% -11.8%1d -18.6%7d QBTS-27.6% -8.1%1d -19.1%7d INFQ-33.4% -9.8%1d -22.6%7d XNDU-59.5% -9.0%1d -22.1%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 12 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. EPS only.

6 quarters on file · newest report Aug 5 · projection Oct 16

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 1 day ago · Oct 16

“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

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

scan Optical Supply Chain Scan — October 16, 2026 candidate MU — candidate.roundup scan Optical Supply Chain Scan — October 9, 2026 candidate MU — candidate.roundup scan Monster Scan — 2026-10-08
Types
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
AGROAMBAAMPARESARKGATKRSPCXEPLTR +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
NVDAMUSNDKSPCXE
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
MUSTXWDCSNDKTERKLICAMKREWY#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
SNDKMUSKHYSTXWDCSIMORMBSEWY#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.PAAMKR +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
ALABAXTICIENCLSCOHRFNFORMGLW +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 26 Scan Optical Supply Chain Scan
ALABAXTICIENCLSCOHRFNFORMGLW +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
ALABAXTICIENCLSCOHRFNGLWLITE +4 more
Apr 13 Scan Monster Scan
AMATAMDAMKRATEYYAXTIBECIENCRS +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +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