Bought $SanDisk Corp.(SNDK)$ at $2,000. It's trading at $1,581 now, so down 25% from my entry. But BofA just raised their PT to $2,500 and called it a "strong for longer" NAND demand story. So technically, I'm just early. Not wrong. Early.
$SanDisk Corp.(SNDK)$ Bears here seem clueless. Did anyone even understand why it dropped? The dust is settling and the truth is coming out. Turns out OpenAI met estimates when you include third-party sales. This drop had nothing to do with Kospi or Samsung earnings.
$SanDisk Corp.(SNDK)$ I'm expecting a retest of the recent high going forward. It would need to break through to see the 1800s. I'll be watching for that.