Creator sentiment
6 creators · 6 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Apple's surging memory costs indicate strong pricing power and demand for memory suppliers like SanDisk.
- +The memory squeeze that hurt Apple's margins is effectively a 'thank you note' to memory makers.
- +SanDisk has collapsed massively but the selloff looks overblown.
- +Likes SanDisk a bit more than memory due to expected NAND flash shortage.
- +The stock is ridiculously undervalued at a forward P/E of just 2.8, and was already cheap before the sell-off.
- +The market is pricing in a worst-case scenario where data centers are never built, but the election results are too recent to know the actual impact.
- +Even with conservative growth assumptions after 2029, his fair value estimate is $1,808 versus the current price of $806.
- +He is upgrading his conviction level on the buy rating from low to medium at these lower prices.
The bear case
- −SanDisk is down 8.25% as investors rotate away from bottleneck stocks.
- −Like Micron, it faces cyclical demand and a less enduring business model.
What StockTubers recently said
📹 Apple Stock After Earnings: Is the Memory Squeeze a Buying Chance?
Apple's surging memory costs indicate strong pricing power and demand for memory suppliers like SanDisk. · The memory squeeze that hurt Apple's margins is effectively a 'thank you note' to memory makers.
📹 The Historic Stock Market REBOUND.
SanDisk has collapsed massively but the selloff looks overblown. · Likes SanDisk a bit more than memory due to expected NAND flash shortage.
📹 Why Is Sandisk Stock Crashing, and is it a Generational Buying Opportunity? | SNDK Stock Analysis
The stock is ridiculously undervalued at a forward P/E of just 2.8, and was already cheap before the sell-off. · The market is pricing in a worst-case scenario where data centers are never built, but the election results are too recent to know the actual impact. · Even with conservative growth assumptions after 2029, his fair value estimate is $1,808 versus the current price of $806. · He is upgrading his conviction level on the buy rating from low to medium at these lower prices.
