SanDisk (SNDK) Rallied 11.9% Into an S&P 100 Add That Forces Almost Nobody to Buy

Sun, 06 Sep 2026 00:00:00 +0000

SanDisk closed Friday at $1,740, up 11.9%, a third consecutive advance. The wire coverage split the credit between two things. Nvidia confirmed late Thursday that it will pay $12.9 billion for Hugging Face, which put the whole AI complex bid, and Dell’s COO had spent part of the earnings call earlier in the week saying the constraint on AI server supply is memory, DRAM first and NAND second. Underneath both, S&P Dow Jones Indices had announced in its quarterly rebalancing that SanDisk joins the S&P 100 on September 21, alongside Dell, Palo Alto Networks and Arista Networks.

Micron $MU and SanDisk $SNDK Sold Off on a Weibo Post: Why I Think the Market Priced the Wrong Thing

Tue, 25 Aug 2026 00:00:00 +0000

Start by discounting me. I own memory. Some of it through leveraged wrappers, which means Monday cost me roughly double what it cost a sane person. So I have every reason to talk myself into thinking the sellers were idiots, and you should read the next few paragraphs with that in mind.

Read them anyway, because I don’t think the sellers were idiots. I think they were selling a different market than the one that exists.

SanDisk on Media Forum

SanDisk (SNDK) Rallied 11.9% Into an S&P 100 Add That Forces Almost Nobody to Buy

Micron $MU and SanDisk $SNDK Sold Off on a Weibo Post: Why I Think the Market Priced the Wrong Thing