X 討論SanDisk surged about 7% after Rosenblatt initiated coverage at Buy with a $2,400 price target. The firm frames NAND as system-critical AI infrastructure rather than commodity storage, citing ~80% gross margins and ~$300 of FY30 EPS. Traders are fighting over whether the AI re-rating keeps running or the stock mean-reverts after a multi-hundred-percent 2026 advance.
多頭SanDisk is being re-rated as AI infrastructure, not a cyclical flash name. Rosenblatt's $2,400 Buy initiation anchors that view on ~80% gross margins and ~$300 of FY30 EPS as long-term customer contracts cut NAND cyclicality.
空頭SanDisk is late-cycle and still a short after the 2026 melt-up. Chart bears keep a short-term pullback path toward the $900 area and treat reclaim of prior highs as the only clean stop.
貼文
多頭論據
@StockSavvyShayRosenblatt initiated SNDK at Buy with a $2,400 PT as AI makes NAND system-critical infrastructure
@wallstengineSNDK +7% after Rosenblatt Buy/$2,400 PT and S&P 100 inclusion, calling it not your father's SanDisk
@joinautopilotSanDisk surge adds ~$16.6B market cap on Rosenblatt Buy; Aschenbrenner held a disclosed $12.9M stake
空頭論據
@MMatters22596Short-term path still points to a pullback toward $900 unless SNDK clears $2,063
@CryptoRounderKeeps the SNDK short despite reclaiming the 50-day SMA; stops only on a hold of new highs
中立觀點
@PolymarketSanDisk shares surge +7.56% as Wall Street turns more bullish on AI memory demand