SanDisk Drops 11% After Historic 570% Surge — AI Buying Opportunity or the End of the Boom?
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Episode notes
SanDisk has been one of the market's biggest AI winners, skyrocketing over 570% this year before suddenly plunging 11% in a single session. Despite blowing past Wall Street expectations with an unreal $23.41 EPS and joining the Nasdaq-100, a short seller report from Citron Research and broad tech profit-taking sparked instant market panic. Is this sudden selloff a classic "buy-the-dip" entry into the enterprise flash memory boom, or a warning that the notoriously volatile memory cycle is about to turn? Tune in as we break down what’s really driving the stock, the fight over AI NAND demand, and what investors need to watch ahead of the August 5th earnings report.