Asset Intelligence / Hyperliquid Context
SanDisk Corporation / SNDK
Market guides and dated reports for SNDK. Browse recent coverage below or use the archive pages to find older articles.
SNDK references 1 share of Sandisk Corporation common stock (Nasdaq: SNDK), quoted in USD. Sandisk develops NAND flash-memory and data-storage products.
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Archive Summary
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SNDK's Perp Marks a 4% Gap-Up While Nasdaq Sleeps
Sandisk shares closed Friday at $1,641.11 after a two-day repricing off the company's investor day. The Hyperliquid HIP-3 perp kept trading through the weekend and ran 3.43% over 13 hours to roughly $1,710, about 4% clear of the last cash print. No SanDisk headline landed over the weekend. This is the perp doing price discovery on a stock with no tape, and pre-positioning for Monday's open.
Archive
SNDK Article Archive
SanDisk Drops to $1,356 as China Oversupply Fear Extends the Memory De-Rate
SanDisk's slide to $1,356 has almost nothing to do with SanDisk. The stock is down 8.68% in the latest leg of a memory-sector de-rate that started with SK Hynix's July 13 warning that fixed-price HBM contracts cap its upside, and has sin…
SanDisk Falls to $1,359 as SK Hynix's HBM Contract Warning Rerates Memory
SanDisk is down 7.72% to $1,359, the third straight session of a memory-sector selloff that began July 13 when SK Hynix fell 15.4% in Seoul. The trigger wasn't broken demand but an analyst note showing that fixed-price HBM contracts cap …
SanDisk Slides to $1,424 as CXMT's $9.8 Billion IPO Deepens Memory Oversupply Fear
SanDisk is down 13.8% to about $1,424, roughly 39% below its June 22 peak of $2,354, extending the memory de-rate that Argus's surprise Hold rating kicked off. The move is now being fed by the supply side: China's CXMT priced a Shanghai …
SanDisk Drops to $1,432 as Argus's Hold Breaks a Wall of Buys
SanDisk is down 13.30% over the past 22 hours to $1,432, roughly 39% below its June 22 peak near $2,354. The proximate trigger is Argus Research initiating coverage at Hold — the lone non-Buy in an otherwise unanimous book — warning that…
SanDisk Falls to $1,448 as a DRAM-Led Memory De-Rate Runs Past a Bullish Sell-Side
SanDisk has dropped nearly 11% over the past day to about $1,448, and there is still no company-specific news behind the slide. The selling is spillover from a broader memory de-rate — SK Hynix's 15.4% collapse in Seoul and the looming $…
SanDisk Slides to $1,442 as the Memory De-Rate Runs Ahead of the Sell-Side
SanDisk's 11.32% slide to around $1,442 has almost nothing to do with SanDisk. It's the memory sector de-rate that began when SK Hynix cracked in Seoul, now grinding through Micron, Western Digital and every AI-storage winner that ran to…
Argus Initiates SanDisk at Hold as the Memory De-Rate Grinds Lower
SNDK is down 10.85% over 20 hours to about $1,441, carving a fresh low beneath Monday's memory washout with no company-specific news to explain it. The only new data point is Argus starting coverage at Hold, the lone non-Buy sitting agai…
SanDisk Slides Below Its Capitulation Low as the Memory De-Rate Grinds On
SanDisk has cut below the intraday low it printed during Monday's memory washout, trading near $1,475 with no company-specific news to explain the fresh leg down. The pressure is entirely secondhand: SK Hynix's record plunge and a Korean…
SanDisk Slides Again as SK Hynix's Warning Unwinds the Memory Trade
SanDisk is down 7.92% over the past 24 hours to about $1,545, extending a multi-session slide that has little to do with the company itself. The selling started July 13 when SK Hynix's cut profit outlook de-rated the entire memory comple…
SanDisk Breaks $1,600 as the NAND Oversupply Case Gets Specific
SanDisk has given back another 12.88% in a day to about $1,547, extending a slide that started when Argus Research opened coverage with the only Hold rating on the stock. The bear case isn't collapsing demand — it's NAND selling prices n…
SanDisk Falls as NAND Price Fears Collide With a Wall of Target Hikes
SanDisk is down about 10% over the past day, dragged by fears that NAND flash selling prices are rolling over faster than expected and by Argus Research's lone Hold call. But the same week has brought a stack of price-target increases in…
The Argus Hold That Reopened SanDisk's Supply-Glut Debate
SanDisk fell 12.97% over 20 hours to about $1,562 after Argus Research opened coverage with a Hold — the first non-Buy on a stock that carried 18 Buy ratings into the week. But the downgrade only bit because it landed on an already-fract…
SK Hynix's Worst Day Ever Dragged SNDK Down 12%
Sandisk fell 12.41% over 18 hours to about $1,572, but the catalyst sits in Seoul, not San Jose. SK Hynix posted its worst single-day drop on record after a Korean brokerage cut its Q2 profit estimate below consensus, and the entire memo…
One Argus Hold Sank SanDisk 15% — Dip Buyers Are Taking It Back
One Hold rating from Argus knocked SanDisk down as much as 15% on Wednesday, the first neutral call to land against a near-unanimous wall of buys. Two hours later, dip buyers have reclaimed a chunk of it, pushing SNDK up 8.55% to around …
A Single Argus Hold Rating Cracks SanDisk's 640% Run
SanDisk fell about 12% on Tuesday after Argus Research initiated coverage with a Hold — the first neutral rating against 18 outstanding buys on a stock that had run roughly 640% year-to-date. It took no downgrade and no earnings miss; on…
SanDisk Bounces Off the Memory Rout as Bernstein, Goldman and Wedbush Stack Record Targets on a New NAND Contract Thesis
SanDisk clawed back most of Monday's memory-sector selloff, up 8.63% over 16 hours to around $1,776. The drop was imported — an SK Hynix profit warning that tripped Korea's circuit breaker — and the bounce is being driven by analysts lif…
SanDisk Steadies After the Memory Rout While Goldman, Evercore and Citi Pile On Higher Targets
SNDK is down 5.96% over 24 hours to about $1,715, less than half the drawdown it printed at Monday's lows. The move isn't a SanDisk story — a Korean brokerage cut SK Hynix's Q2 profit view 8% below consensus, and SanDisk, as the highest-…
SanDisk Takes the Memory Complex's Hardest Hit as an SK Hynix Profit Cut Trips Korea's Circuit Breaker
SanDisk is down 10.69% over 24 hours, the hardest-hit name in a memory-wide selloff that started in Seoul, not San Jose. A single Korean brokerage cut its SK Hynix Q2 profit forecast about 8% below consensus, tripping a KOSPI circuit bre…
SanDisk Breaks Below Its Memory-Selloff Low as SK Hynix's Seoul Crash Hits the Sector
SNDK is down 15.58% over 23 hours to about $1,657, and the catalyst isn't Sandisk. It's SK Hynix, whose Seoul-listed shares fell 15.4% on Monday, their worst day on record, as investors locked in gains three days after a blockbuster $26.…
SanDisk Round-Trips the Meta NAND Pop, Back to Its Memory-Selloff Low
SanDisk has given back its entire Meta-deal bounce. After a leaked memo and a confirmed multi-year Meta flash agreement popped the stock roughly 10% last week, SNDK is down 11.17% over 17 hours to about $1,745 — right back at the low it …
SanDisk Fades From the Meta NAND Pop With No Fresh Catalyst
SNDK is down about 5% in four hours to roughly $1,865 with no fresh company news behind the move. The slide trims part of last week's rebound off a reported multi-year Meta NAND supply deal, in a stock that has already round-tripped from…
A Leaked Meta Memo Puts a Named Buyer Behind SanDisk's NAND Run
SNDK is up 11.53% over 21 hours to about $1,880 after Reuters, citing an internal Meta memo, reported a multi-year deal for Meta to buy NAND flash from SanDisk. The memo ties the agreement to a roughly $145 billion AI infrastructure budg…
SanDisk Pops on a Reported Multi-Year Meta NAND Supply Deal
SanDisk's Hyperliquid perp is up 11.81% over the last 17 hours to roughly $1,870 after Reuters, citing an internal Meta memo, reported that Meta signed a multi-year agreement to buy NAND flash memory from the company. The deal reads as a…
Bernstein Nearly Doubles Its SanDisk Target to $3,000 as NAND ASPs Run Hot
Bernstein nearly doubled its SanDisk price target to $3,000 from $1,700 on July 9, and Wedbush lifted its own target to $2,000 the same session — the fresh catalyst behind SNDK's 13.71% move to $1,896. Both hikes rest on the same read: N…
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