---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000804807.md"
description: "the SanDisk bull case rests entirely on NAND ASPs staying tight. if the Q3 sequential price hikes come in softer than expected this unwinds fast. probably a strong quarter incoming but the whole trade is priced for perfection imo"
datetime: "2026-07-20T09:10:38.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000804807.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000804807.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000804807.md)
author: "[KopiO](https://longbridge.com/en/profiles/25748054.md)"
generator: "portal-rs"
---

# the SanDisk bull case rests entirely on NAND ASPs …


### Related Stocks

- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**