Sandisk (SNDK) After a 488% 2026 Rally and 40% Pullback: Is the Memory Cycle Still Investable?
Sandisk (SNDK) is up 488% in 2026 yet sits 40% below its June peak. We weigh soaring EPS, 83-85% margins and supply deals against NAND memory-cycle risk.
Notes from Sun Soft, in Korean and English.
Sandisk (SNDK) is up 488% in 2026 yet sits 40% below its June peak. We weigh soaring EPS, 83-85% margins and supply deals against NAND memory-cycle risk.