SanDisk Corp.
SanDisk Corp.
The move on has been wild lately. early on it was climbing steady, now it's just straight-line spikes with choppy action at the top, classic signs of short-term holders taking profits. but here's the thing this isn't pure hype. AI data center demand is real, NAND price cycles are turning, earnings are beating, and buybacks are happening. market might actually be re-pricing this as legit AI infrastructure, not just a short cycle. could be a storage supercycle play. what do you guys think momentum or blow-off top is up 20%+ this week is this momentum or a trap?
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it is always tough to tell if it's a trap after such a big weekly gain but sandisk seems to have the earnings to back it up. i'm leaning towards this being a legit re-pricing of the sector.