SanDisk

Sandisk and Micron's stocks declined due to a rotation trade, but supply shortages may limit losses. Bank of America noted that most of Sandisk's annual revenue could come from new business model contracts offering better visibility.

Tech stocks in Asia and the US fell sharply due to concerns over interest rate hikes, excessive spending, and overvaluation. SanDisk and Micron, which had surged earlier this year, dropped 13% amid a broader Nasdaq decline of 2.2%, while South Korea’s KOSPI index experienced record volatility, plummeting 10% before partially recovering.

The article discusses the state of mind of long-term holders of XRP, a cryptocurrency, and their emotional investment in it. It also compares the potential returns of investing in XRP to those of investing in stocks like NVDA and GOOG. The author is curious about the thought process of these holders and how long they plan to hold on to their investments.

Seagate's CEO Dave Mosley commented that building new factories would take too long, leading to a sell-off in memory stocks. This affected not only Seagate but also Micron, SanDisk, and Western Digital, causing their shares to sink. The comment highlights the challenges in meeting demand through expanded production capacity.

Memory stocks like Sandisk and Micron are getting cheaper despite a recent rally, with their low valuations potentially signaling peak earnings growth. The risk is associated with these companies' stock performance. This situation may impact investors.

Sandisk stock has increased by over 3,000% in one year due to high demand for NAND flash, driven by AI applications. The surge is not attributed to it being a meme coin. Sandisk's success is rooted in the growing need for NAND flash technology.

Sandisk has surpassed Western Digital in size after last year's separation, with both companies unlocking value amidst upbeat industry dynamics. The separation has had a positive impact on Sandisk's growth. This development marks a significant milestone in Sandisk's ascent.

SSD prices have significantly increased due to AI RAM shortages, with some drives quadrupling in price since November 2025.

The AI race is shifting focus from computational power to memory, according to the CTO of Sandisk. The statement highlights a growing emphasis on memory advancements in AI development.