---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40846628.md"
description: "$Sandisk(SNDK.US) I want to know what the logic is for someone seeing two thousand or three thousand"
datetime: "2026-05-16T01:17:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40846628.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40846628.md)
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author: "[rucwhz](https://longbridge.com/en/profiles/14438436.md)"
---

# $Sandisk(SNDK.US) I want to know what the logic is…


### Related Stocks

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

## Comments (25)

- **稳住心态才能赚大钱 · 2026-05-16T03:33:26.000Z**: First, Samsung Hynix's current capacity has no time to manage NAND, which gave SanDisk an opportunity. Second, after adding emotional catalysts and various factors, I only see it reaching 2000-2500 at most. After that, it depends on whether the HBF it proposed can be successfully mass-produced and w
  - **rucwhz** (2026-05-16T03:39:35.000Z): Flash memory and RAM are components at different levels in the computer architecture. It's physically impossible for their bandwidth and latency capabilities to be close. The most promising innovation
- **來年 · 2026-05-16T01:46:42.000Z · 👍 1**: NAND only really starts when Vera Rubin ships
  - **rucwhz** (2026-05-16T01:50:53.000Z): NVIDIA's new architecture? Honestly, I don't feel there's any real innovation here. Isn't it still the classic approach of using flash memory to store non-real-time data? Have you done any competitive
  - **來年** (2026-05-16T02:51:31.000Z): NAND is full of competitors everywhere, it's just that the pie is getting bigger. Domestic entities on the Entity List can't enter the supply chain, SanDisk has a small market share and has establishe
  - **rucwhz** (2026-05-16T02:54:25.000Z): The short-term momentum is strong, but I feel this sector is too narrow, with too many competitors, making it difficult to sustain higher growth targets going forward.
- **Jacky Hsueh · 2026-05-16T01:39:40.000Z**: The logic is that I hope it rises to 2000.
  - **rucwhz** (2026-05-16T01:47:49.000Z): If you hold a stock, you're definitely bullish on it. It's just that you have to talk about valuation, right? It looks like hitting 2000 within the year is possible, but how can you guarantee it will 
  - **新用户_RQWno** (2026-05-16T05:54:04.000Z): Don't tell the truth
  - **Jacky Hsueh** (2026-05-16T07:19:48.000Z): Now the S&P 500 might as well be called the Semiconductor Index. Nothing else is rising, only semiconductors. So for things that have already detached from fundamentals, the valuation we give can 
- **rucwhz · 2026-05-16T01:21:00.000Z**: The gross margin of NAND has reached 80%, basically leaving little room for further upside. The only way to go higher is to expand production, which would alleviate supply shortages. But is the pace of expansion slower than the pace of demand? NAND is not HBM, and China can produce it too.
  - **美股才能财富自由** (2026-05-16T01:29:27.000Z): Show your short position
  - **rucwhz** (2026-05-16T01:45:21.000Z): Well, I already said let's not talk about emotions 😂, can we have a rational discussion?
  - **闪迪** (2026-05-16T02:19:50.000Z): You can just look at Rock Boss's post, he used math to calculate it clearly for you.