---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000487422.md"
description: "On Feb 24, 2026, $Sandisk(SNDK.US)  dropped after short seller Citron Research issued a bearish report.Citron’s Key ClaimsThe memory boom is overstated; SanDisk is being mispriced like NVIDIA despite being a commodity storage business.Major holder Western Digital sold shares below market price, signaling insiders are exiting.What’s MissingSEC filings indicate the Western Digital sale was tied to a pre-registered, tax-related deadline — not discretionary bearish selling. That weakens Citron’s “smart money fleeing” narrative. Meanwhile, AI-driven storage demand remains structurally supportive.Credibility FactorFounder Andrew Left has had big wins (e.g., Valeant Pharmaceuticals) but also major setbacks, including the GameStop squeeze and 2024 federal fraud charges.Bottom line: Industry cyclicality is real, but this short thesis appears more sentiment-driven than fundamentally decisive."
datetime: "2026-02-25T03:25:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000487422.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000487422.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000487422.md)
author: "[Aurelius](https://longbridge.com/en/profiles/16656213.md)"
generator: "portal-rs"
---

# On Feb 24, 2026, $Sandisk(SNDK.US)  dropped after …


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