--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/43441348.md" description: "$Sandisk(SNDK.US) The market action tonight is actually quite straightforward; money is moving from software into storage and AI hardware. SanDisk rose over 10%, with Micron and Western Digital also surging together, as the market begins to believe this round of storage price hikes is not just a flash in the pan.SanDisk's earnings, long-term customer contracts, and large-scale buybacks are all very solid, but don't get carried away after such a sharp consecutive rally, everyone. If it can hold at $1800, there will be a chance to touch $1900–2000 later. If it falls back near $1700, you need to be careful about profit-taking.I took some profits at $1800, bringing my cost basis down to around $700. However, software stocks aren't completely out of the picture; it's just that AI is currently rewarding the 'shovel sellers' (hardware companies) first. Traditional software still needs to prove it won't be replaced by AI.My view is: SanDisk remains biased towards the upside in the medium term. Those holding shouldn't be easily shaken out. Those who haven't entered shouldn't chase the big bullish candles, as it's easy to get hit. For software stocks, let's watch for divergence first; only those with strong cash flows and AI models that can truly monetize are worth holding.Last time I took profits on Microsoft, selling more than half and leaving just a few dozen shares, slowly shifting them to Google. For other sectors, I've been gradually adjusting into Jack Ma's company. I'll say no more; this is not investment advice." datetime: "2026-08-17T15:35:51.000Z" locales: - [en](https://longbridge.com/en/topics/43441348.md) - [zh-CN](https://longbridge.com/zh-CN/topics/43441348.md) - [zh-HK](https://longbridge.com/zh-HK/topics/43441348.md) author: "[路飞同学](https://longbridge.com/en/profiles/27053936.md)" --- # $Sandisk(SNDK.US) The market action tonight is act… ### Related Stocks - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFW.US](https://longbridge.com/en/quote/MSFW.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GOOY.US](https://longbridge.com/en/quote/GOOY.US.md) - [GOOX.US](https://longbridge.com/en/quote/GOOX.US.md) - [GOOP.US](https://longbridge.com/en/quote/GOOP.US.md) - [GOU.US](https://longbridge.com/en/quote/GOU.US.md) - [GOOW.US](https://longbridge.com/en/quote/GOOW.US.md) - [SNDU.US](https://longbridge.com/en/quote/SNDU.US.md) - [SNXX.US](https://longbridge.com/en/quote/SNXX.US.md) - [SNDG.US](https://longbridge.com/en/quote/SNDG.US.md) - [SNDQ.US](https://longbridge.com/en/quote/SNDQ.US.md) - [MUU.US](https://longbridge.com/en/quote/MUU.US.md) - [MUD.US](https://longbridge.com/en/quote/MUD.US.md) - [MULL.US](https://longbridge.com/en/quote/MULL.US.md) - [MUZ.US](https://longbridge.com/en/quote/MUZ.US.md) ## Comments (16) - **佛系持仓宝 · 2026-08-18T03:07:21.000Z · 👍 1**: Learned something, but sometimes the order gets stuck. What's the reason? - **涨跌平常心** (2026-08-18T03:07:45.000Z): Just get an agent, it's not as hard as you think - **Morning0802 · 2026-08-18T02:21:59.000Z · 👍 1**: Boss, asking a question, is there still hope for China's garbage stock market? - **还原酶抑制剂 · 2026-08-18T02:13:11.000Z · 👍 1**: Holding a 2x long position, not getting off easily, but I'm debating whether to add more to the 2x long or buy the underlying stock. It feels like I'm adding to my position on floating profits. - **一顆海膽哥** (2026-08-18T02:20:54.000Z): If there's a pullback to support, you can add positions. To be safe, adding a stop-loss would be more prudent. - **还原酶抑制剂** (2026-08-18T03:33:07.000Z): Okay, thanks - **姆总监的金球梦 · 2026-08-17T15:48:42.000Z**: How much can we see for SanDisk in the medium term around a year, or what should SanDisk be worth given that long-term agreements are continuous? - **路飞同学** (2026-08-17T15:56:23.000Z): I'll answer your question seriously, this is just my personal view. SanDisk is currently valued at $2,300–$2,500, and in a year's time, it should normally be worth $2,500–$2,800. Reaching $3,000 requi - **姆总监的金球梦** (2026-08-17T15:59:18.000Z): Thanks for the reply, boss. So what do you think is the approximate support level for the next buy-in? - **路飞同学** (2026-08-17T16:08:52.000Z): The first support level appears to be around 1658-1700, with strong support around 1640-1665