$SanDisk Corp.(SNDK)$ When will this start  rebounce to all time high 

The rise of China’s ChangXin Memory Technologies (CXMT) is fundamentally challenging the traditional narrative of the global memory market, which has long been dominated by US and South Korean giants like Micron, Samsung, and SK Hynix. While CXMT may not completely "unchart" or rewrite the entire global memory paradigm overnight—especially at the bleeding edge of AI hardware —its rapid ascent is rewriting the rules of engagement for US semiconductor firms. 1. Meteoric Market Share Gains CXMT has scaled at a pace that caught Western markets off guard. Driven by massive domestic demand and an upcycle in the memory sector: * CXMT’s global DRAM market share climbed from roughly 3% to around 8%. * Its blockbuster IPO on Shanghai’s STAR Market raised nearly $10 billion, briefly catapulting

Any orcl fans out there still refusing to accept that it is flaming out hard and that Larry is just using it as a money printer for himself now. There is absolutely no basis for his constant dividend declarations when they are struggling so hard and constantly need investors to fund their rubbish

I feel that aapl lucked their way into avoiding the fall into the AI hole. They likely saw it was the next big thing, tried to do something (like most of their side quests) then bombed out. Thing is, aapl always retreats to what is safe, so they made the call to put a stop to whatever in house project they had, then started onboarding from external companies. Once you avoid the pressure of having to constantly be the number one AI model, you don't have to sell your house, and can better focus your efforts elsewhere

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The selloff looks more like a cycle reset than a confirmed cycle peak. CXMT's DRAM expansion raises legitimate oversupply concerns, especially for commodity memory, but AI demand remains concentrated in high-bandwidth memory (HBM), where SK Hynix and Micron still hold technology advantages. The key question is whether new Chinese capacity can meaningfully pressure premium AI products or mainly lower-end DRAM. With SK Hynix reporting this week and SanDisk next week, guidance will matter more than headline earnings. If management confirms robust AI demand, HBM pricing and healthy customer commitments, this pullback could prove a mispricing. If they instead signal weakening pricing power and slowing orders, the market may conclude the memory upcycle has peaked. This earnings season should pro

D. The next leg of the tech market will likely depend on execution, not just hype. AI compute demand remains strong, but investors are increasingly asking whether massive capex can translate into sustainable earnings and free cash flow. Nvidia's ecosystem is still the benchmark, while Apple's earnings will show whether capital-efficient models continue to command a premium. DUV qualification and financing conditions will also influence how quickly new capacity comes online. Technical breakthroughs spark the cycle, compute scale enables it, but cash-flow quality ultimately determines who sustains premium valuations. The winners will be companies that can convert AI investment into durable profits, not just higher spending.

$Cxmt Corporation(688825)$’s 466% Shanghai debut transformed a Chinese semiconductor company into an immediate stock-market giant. More importantly for US investors, the listing gives China’s largest domestic DRAM producer billions of dollars to expand capacity and challenge Micron, Samsung and SK Hynix. CXMT sold shares at 8.66 yuan and closed its July 27 debut at 49 yuan after reaching 55.03 yuan. The company raised 57.92 billion yuan, or approximately $8.6 billion, while its market capitalization reached roughly $488 billion. Only 6.73% of the enlarged share count was freely tradable, which likely amplified the price increase. Reuters’ report on CXMT’s trading debut provides the offering and float data. CXMT manufactures DRAM used in smartpho

China disruptor to the memmory space

I would choose B, while keeping D in mind. I'm still bullish on the AI infrastructure ecosystem because I believe we're in the early stages of AI adoption. Nvidia, TSMC and the broader semiconductor supply chain continue to have strong long-term demand. The financing concerns around Nvidia are worth monitoring, but they don't change my long-term view. China's immersion DUV progress is strategically important, but the real test is customer qualification, production stability and repeat orders—not just the first machines. I'll be watching execution rather than headlines, as successful mass production would be a meaningful milestone for the semiconductor industry. Apple reclaiming the top spot shows the market is placing greater value on cash flow and capital efficiency. I believe the next w

I am going out on a limb as the comment I spent 10 minutes writing ended up being totally incorrect, I was of the impression that the article here was to praise the micro chip company nvidia but it was apple (which I sold all of 2 weeks ago) that was getting the seal of approval instead of my opinion that the chip company (cc's, jk , I need a psych ward) made a dramatic 180 and increased 5% , mind my babbling I do have something to say of substance, I'm going to put my eggs into the basket case of the synthetic data and data labelling providers and it's not hard to find out five of the ones I am referring,, that list will lead U to IBM and Amazon but this A is for another company that I'm throwing it all up and into by my only feeling and not any research, but when I do spend my 10k USD on

$SanDisk Corp.(SNDK)$ for those who had followed me. Apologies for not being able to update due to some stuff going on as much as I want to reveal the trading tricks as much as possible I cannot tell you everything . Do follow for more hints 

I lean overreaction, but with a genuine warning embedded in it. Friday’s decline was not isolated to SanDisk. Memory and AI-hardware names were hit broadly, with Micron, Western Digital and Seagate also falling sharply as investors reduced exposure to one of 2026’s strongest trades. That makes the 10%+ move look partly like sector deleveraging and profit-taking rather than evidence that SanDisk’s fundamentals suddenly deteriorated. The bull case remains substantial. NAND pricing and AI/data-centre storage demand have improved dramatically, while analysts remain broadly positive. Recent consensus data still show a Buy rating, although the enormous US$1,000 to US$3,250 target range illustrates how uncertain the valuation has become. Wedbush has actually raised its estimates ahead of the 5 Au