X 讨论SanDisk sold off with Micron after NVIDIA's Jensen Huang said memory prices are extreme and demand runs past 2028. Traders are fighting whether NAND tightness through 2030 remains underpriced after a ~480% run, or whether the boom is already baked into the tape.
多头AI storage demand is structural and still underpriced in SanDisk. The company guided NAND tightness through 2030 with roughly 80% non-GAAP gross margins while NVIDIA lifted supplier commitments from $119B to $279B on memory buys.
空头The parabolic rally already priced the shortage and charts are rejecting. SanDisk failed a falling-wedge reclaim near $1,500 while traders call the memory complex a nail-in-the-coffin sell after the run from the mid-$200s.
帖子
多头论据
@aleabitoredditCites SanDisk seeing structural NAND demand through 2030 with ~80% non-GAAP margins plus NVDA memory-driven supply commitments
@LeopoldTracker_Flags a Strong Buy upgrade on AI memory-bottleneck tech and ~480% gains since a $12.9M Leopold stake at ~$254
空头论据
@TehLamboXShows SNDK rejecting the upper trendline and rising-channel retest, still below the bull-flag breakout MU already cleared
@trenttrousdaleCalls the session a nail in the coffin for memory names SNDK, MU, and WDC
@michaelsisakovSays Jensen's memory comments are irrelevant and HFT algos are liquidating memory longs regardless of the news
中立观点
@JUST_KAWSAsks why SNDK and MU fell the same day Jensen confirmed extreme memory prices and demand past 2028