3 weeks ago
17
David Moadel
Tue, March 31, 2026 astatine 10:33 AM CDT 5 min read
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SanDisk (SNDK) shares jumped 5% to $600 connected Tuesday arsenic investors treated past week’s 18.5% selloff arsenic an overreaction, portion the company’s Q2 FY2026 gross deed $3.025B (up 61% twelvemonth implicit year) and the institution secured $1B successful strategical equity successful Nanya Technology.
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Google’s TurboQuant representation compression algorithm sparked fears of structural harm to representation demand, but analysts reason the exertion could accelerate borderline instrumentality deployment and that representation remains a captious bottleneck for AI development.
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A caller survey identified 1 azygous wont that doubled Americans’ status savings and moved status from dream, to reality. Read much here.
SanDisk Corporation (NASDAQ:SNDK) shares are up 5% successful Tuesday greeting trading, reaching $600 aft opening astatine $572.50. The determination marks a meaningful reversal aft an 18.5% diminution implicit the past week triggered by fears around Alphabet's (NASDAQ:GOOGL) Google's TurboQuant representation compression algorithm.
Zoom retired and the communicative gets much compelling. SNDK shares are up 154% twelvemonth to day and person gained 1,166% implicit the past year, making this 1 of the market's astir melodramatic betterment stories since SanDisk spun disconnected from Western Digital (NASDAQ:WDC) successful February 2025 arsenic a pure-play NAND flash company. Today's bounce suggests investors are treating past week's selloff arsenic an overreaction alternatively than a awesome of structural damage.
So, let's excavation into the 3 reasons the representation supercycle thesis remains precise overmuch intact, and wherefore today's rally whitethorn person legs beyond a azygous session.
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Supply concatenation checks constituent to a representation marketplace that is tightening, not loosening. DRAM prices are expected to emergence 50% oregon much successful Q2 2026, a trajectory that straight benefits companies with locked-in proviso agreements and pricing power. This backdrop unsocial gives SanDisk a meaningful tailwind heading into the backmost fractional of the fiscal year.
SanDisk enactment existent wealth down that conviction. The institution committed a $1 cardinal strategical equity concern successful Nanya Technology, acquiring 139 cardinal shares representing astir 3.9% of Nanya's outstanding communal stock, purchased astatine a 15% discount to the 30-day mean trading price. The woody includes a three-year lock-up play and a multi-year DRAM proviso agreement, signaling that SanDisk's absorption sees representation tightness arsenic a durable condition, not a passing moment.
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