$Sandisk(SNDK.US)$Micron Tech(MU.US)To reiterate once again: This round of decline is the result of Wall Street capital squeezing out Korean retail investors' leverage. It has exceeded the normal pattern of adjustment after a stock price rise. The bloodthirsty nature of the capital market is vividly displayed. The fear of the decline has surpassed the fear of the Hormuz Strait war in March. This lesson also serves as a warning to those who like to use leverage about how terrifying the market is, and what it means for disaster to strike from the heavens. We must respect the market! Without leverage, there would be no forced liquidation. Holding the underlying stock is just experiencing a bumpy ride. This decline is not just about memory chips; the entire semiconductor sector is adjusting. When the storm will pass depends on two things: first, when the international capital hunting the Korean stock market will stop, and second, the U.S. semiconductor sector has already adjusted to a reasonable level. Further declines would just be deleveraging. I clearly state that now is the time to decisively buy SanDisk's underlying stock. Pay attention not to add leverage. The worst-case scenario is just a few more days.
A certain stage of the capital market is manipulated by international capital sharks. They use their capital advantage to turn clouds and rain, to distort black and white. Such a black swan event has already surpassed the fear of war. Call it a hurricane! It will pass soon. Everyone, take care!
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$Sandisk(SNDK.US) trend looks bullish!
SanDisk will announce its annual and quarterly reports on August 5th, which is the Q2 report for the 2026 calendar year. I'll compare the errors of my latest estimates for several data points then: sales above $10.8 billion, gross margin around 85%, earnings per share greater than $45, most likely around $50. Additionally, the full-year 2026 calendar year earnings per share is above $200, most likely around $220.
The current correction is a game in the capital market. On one hand, the U.S. stock semiconductor sector has seen huge gains and is undergoing a general adjustment. Another important reason is that international capital is targeting the Korean stock market for deleveraging, affecting U.S. memory stocks. The fundamentals of the entire sector are very healthy!
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