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Monday, 04/06/2026 12:20:26 PM

Monday, April 06, 2026 12:20:26 PM

Post# of 338
$SNDK (SanDisk — now part of Western Digital)
SanDisk as a standalone ticker is gone, but the nostalgia hype still floats around Western Digital. The problem? Flash memory is a brutally cyclical, commodity-like business with collapsing margins and unpredictable pricing. Every time the market gets excited about a “storage supercycle,” oversupply crushes the narrative. The company is perpetually one downturn away from another earnings disaster. Anyone treating this like a stable tech play is ignoring decades of volatility.
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Bearish

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