#$sndk

SCGE Management just filed its Q2 2026 13F. 🐋 Managed by Scott C. Griffith · $5.9B across 21 holdings 🟢 Bought: $SPCX, $SNDK, $AMD, $CIEN +3 more 🔴 Sold: $DASH, $NTSK, $CHYM, $GOOGL +12 more

Whale Rock Capital Management just filed its Q2 2026 13F. 🐋 Managed by Alex Sacerdote · $12.5B across 35 holdings 🟢 Bought: $AMD, $ALAB, $TTMI, $COHR +11 more 🔴 Sold: $SNDK, $AEIS, $MKSI, $BE +20 more

Appaloosa just filed its Q2 2026 13F. 🐋 Managed by David Tepper · $7.7B across 27 holdings 🟢 Bought: $TSM, $AMZN, $AAPL, $EWY +15 more 🔴 Sold: $MU, $BABA, $SNDK, $GLW +13 more

Situational Awareness just filed its Q2 2026 13F. 🐋 Managed by Leopold Aschenbrenner · $20.2B across 26 holdings 🟢 Bought: $MU, $SNDK, $TSM, $NBIS +12 more 🔴 Sold: $SMH, $NVDA, $ORCL, $BE +22 more

FEDWATCH: “.. The wedge pattern's width implies potential upside toward a new all‑time high. SanDisk and Marvell are exhibiting similar wedge structures and are beginning to break out .. but this time for a different reason: the liquidity factor.” $MU $SNDK $DELL $INTC $MRVL $AVGO

Citadel's 13F held every Aschenbrenner stock: NBIS, BE (aistockwire.com)

Hedge Fund #Citadel already held every stock in #Leopold #Aschenbrenner’s book before buying it $BE $NBIS $SNDK

Leopold Aschenbrenner’s Situational Awareness Q2 Top: $SNDK $5.7B | $MU $5.6B New: $NBIS $1.23B | $STM $584M Power: $BE $1.9B AI infra: $TSM $1.3B | $CRWV $0.7B Heavy memory & AI bets @LeopoldAschen #SNDK #MU #AI NOT FINANCIAL ADVICE. DYOR

📈 SanDisk $SNDK surged 15% after confirming a bullflag breakout, with investors responding positively to the company’s long-term financial targets and growth strategy.

AI memory shortage: what it means for MU, SKHY and SNDK (aistockwire.com)

Memory is the bottleneck for AI, and the shortage is real #SKHynix #Micron #Sandisk $SKHY $MU $SNDK

Reading 13Fs While the Crowd Chases SanDisk (youtu.be)

Reading 13Fs While the Crowd Chases SanDisk | $SNDK $QQQ $SMH $IGV $NVDA $AVGO $NFLX $PLTR $GOOGL youtu.be/Q0Xx596xAXU?...

Wow $SNDK what a bounce from the lows.. We caught the 1650C at $7.80 they just ripped to $34 in 30 minutes... rolled to the 1700C at $4.90, they ran to $15.50 SNDK to 1800 possible next week, $MU 1000 big breakout level for a move to 1250

$SNDK +6%+ on Investor Day momentum! CEO: “Explosion in the market around inference” Long-term guidance impresses Up ~50% from July low Goldman stays positive @SanDisk #SNDK #AI #Memory NOT FINANCIAL ADVICE. DYOR

$SNDK $DLR $FOXA $LTC $W $MU $CSCO $CNK $KLC $SSTI $GLOB $UUUU -- THE WSJ

Sandisk Defies Memory Market Slowdown Concerns with Bold 2030 Targets. The Stock Is Up. (barrons.com)

$SNDK Sandisk Defies Memory Market Slowdown Concerns with Bold 2030 Targets www.barrons.com/articles/san...

Wells Fargo keeps $SNDK at Equalweight and raises price target to $1550 from $1440

SanDisk Issues Strong Guidance, Market Confidence Surges? (frontierstocks.substack.com)

SanDisk targets 80% gross margins through 2030, long-term contracts cover 2/3 of 2028 shipments, but market still discounts at 7x vs historical 11x amid capacity expansion fears. Can the cycle stretch beyond 2-3 years? $SNDK $MU frontierstocks.substack.com/p/sandisk-is...