SNDK

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Then, we'll dive into three high-growth AI stocks to buy now that could benefit if his outlook plays out. The first company is SanDisk Corporation, ticker symbol SNDK.

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it's worth um considering as as a solid pickup here at these levels on the dip

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if you ask me to give this an official rating, I would actually rate this a buy

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Bloom Energy, Nvidia's, Core Weave, Coherent, Lumentum, Marvell, SanDisk, Micron, Western Digital and Sharon AI.

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I love SanDisk.

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I own Micron. Uh, Seagate's going to announce after the close today. Uh, SanDisk is been quite on a wild ride, but I back up and buy all of them.

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I like SanDisk.

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If you want the higher beta, a little more of a gamble bet that would be SanDisk SNDK.

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I opened up a long trade on SanDisk at a thousand fifty-six dollars cuz we were at support.

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I'll go in just like we did on the Sandis trade, for example, and open up like a 3x long trade, 100, $200, $300 on something like SanDisk.

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We made a 42% gain in 12 hours on a long trade on SanDisk. I went long on SanDisk on 3x leverage over on Liquid and made a 42% gain on that bad boy in this moment.

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SanDisk comes in number four as a speculative opportunity.

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সুতরাং, আমি বলব, এটি একটি অনুমানমূলক ক্রয়।

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SO MICRON, SANDISK, THESE ARE IMPORTANT COMPANIES TO DEVELOP AI AND ENABLE AI GOING FORWARD

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WE LIKE SANDISK, IF YOU CAN PROVIDE MORE MEMORY OR BETTER USE OF MEMORY, THAT'S WHERE YOU WANT TO BE FOCUS ON.

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we like Sandisk

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I WAS LOOKING FORWARD TO THIS CRASH AND WE TALKED ABOUT THIS AND REACHED IT AND I'M HOPING, IT HAS DROPPED ALREADY, WHICH IS HUGE SO I'M THINKING I'M BUYING LITERALLY EVERY DAY AT THIS PRICE, BUT KEEPING MY ORDERS, IF I GET LUCKY, I'D LIKE TO SEE IT.

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If you want an elite cash generating powerhouse with an immaculate, virtually debt-free cash balance sheet, Sandis takes the crown.

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SK Highix and SanDisk mathematically earn a heavier allocation of my capital today while Micron stays in a smaller supporting role.

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I own SanDisk in my portfolio and it's one of my highest conviction holdings. I love this drop because the business just got fundamentally stronger and cheaper at the exact same time. I have real skin in the game and I'm actively looking to buy more because I've got real money on the line.

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So that's good for Micron. That's good for uh Seagate, SanDisk, Western Digital. We own all the stocks. We recommend all these stocks, but Micron will be the most volatile one because they make the DRAM memory.

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if I have a little extra cash, I go out and buy them.

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the progress economically of companies such as Micron Technology, SanDisk, Broadcom, ASML as the company that serves them with tools.

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I do have SanDisk under under management in some portfolios

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I think all these memory stocks, especially Micron, Seagate, SanDisk, are screaming buys on any dip.

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I was more eager to to own more SanDisk as it became a little bit more over oversold. Maybe I'll end up regretting it, but just based off of what I'm seeing on how the market's reacting, it provides me less reassurance that maybe I do want to be, you know, I don't mind having some skin in the game with SanDisk

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SanDisk with an entry price of 1573, a stop-loss of 1450, and a potential price target of 2380.

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My latter is willing to let me start a position in either one.

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As of today, it's trading under 10 times next year's earnings. And while memory is cyclical, the multi-year supply deals that are already signed and HBF still ahead, they give real reasons that this run is going to outlast all the ones before it.

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this company will be strong for some time into the future

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The power gauge rating is bullish for Dell, for Micron, for Sandis, for AMD, and they've all pulled back substantially from their highs in some cases more than 20%. These stocks in my view are buyable right now

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names like SanDisk, Western Digital, micron, you know, so anything that that was tied to the AI or memory trade, really good opportunities for clients to sell puts in that

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Argus argues that it's a good entry point because of how much it has pulled back then.

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I think it's a good buy here, even though, you know, it's up you look at the one year chart.

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SanDisk is another major beneficiary of memory boom.

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The first stock is SanDisk, and its latest results show that the company's becoming an extraordinary cash generation machine.

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Despite its recent rally, I believe the company remains a compelling long-term opportunity for investors who can tolerate substantial volatility.

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I would hold existing shares and consider adding only during significant corrections.

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Based on projected earnings, margins, and future demand, I believe SanDisk still offer approximately 50 to 80% upside from current levels.

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SanDisk is uniquely positioned to capture market share and unlock massive long-term potential upside for patient forwardthinking investors.

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Our SanDisk callout from yesterday did pretty well. We called out SanDisk at 1430, 1410. Boom. For a quick little rebound trade. Now it's back over 1,500. I like it. And maybe it's got more juice to go, but I'm being a bit cautious with a lot of these memories, semis, picks and shovels.

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I think it might be a decent time uh to play the bounce.

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This little pullback on SanDisk looks attractive, especially if it comes down to 14,500 again. I might have to pick up some shares.

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they started buying back into memory, right? Micron, SanDisk, you name it.

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they closed out Sandisk

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If you want to own these stocks, you know, start scaling in. buy a little bit, chip away at it, and before you know it, you'll have your full position built out and you'll smooth out um you know, your buys.

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then you buy this thing as it was down 50% from those highs.

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I'm still buying literally every day at this price point, but I'm still keeping my bum orders.

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our SanDisk price target did go to 3K today $3,000 from 2745 ... But I think but I think having said everything, earnings are going up, share price is going up. We just don't know if earnings going to be X or Y or Z, but definitely is going higher.

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You have to sell the parabolic moves.

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I am looking at Sandis to be the one that tells me when to buy at that bottoms first because that's the one that went most insane.

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So it was Micron and SNDK. Those are both like over 30% positions in the memory super cycle portfolio.

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I can certainly see money coming out of SanDisk and Micron and people putting some of that into SKH Heinix.

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Don't buy while it's still falling.

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Assigning an overweight rating following the firm's investor day.

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J.P. Morgan initiated coverage. With an overweight rating this following the firm's investor day which happened yesterday.

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J.P. MORGAN INITIATING COVERAGE. I THOUGHT THIS WAS KIND OF INTERESTING. THEY ARE CATCHING THIS INFLECTION AND DEMAND. DRIVEN BY RAPID GROWTH. DEFINITELY OUTPERFORMER.

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sandisk is a buy

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I can't go through them all in today's video, but I will put out future videos this week just highlighting some of the strong data and why you should have conviction for SanDisk moving forward.

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So, I would say SanDisk is the best stock to buy for high-risk investors who are looking to maximize profit potential over the next 12 months and don't mind the risk that the stock might drop.

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Um there's SanDisk. Uh the stock uh when you look at it on our metrics, it has straight A's across the board for value, growth, profitability, positive analyst, CPS revisions, and momentum. The stock has come off uh fairly significantly from its 52- week high, and yet it keeps crushing it. every time they come out with their earnings announcements, they're having record uh topline and bottom line. So, the stock is really being driven by sentiment and I really look at this as a fantastic opportunity to get in at this level. So, Zandisk would probably be my number one recommendation.

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and also just really one opportunity in SanDisk early on right here.

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pick SanDisk

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But I am looking for a breakout in both Micron and SanDisk before taking this long again.

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one of the ways that I hedged last week was by shorting SanDisk, and we closed that short for 43%.

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I'm comfortable buying memory stocks, DRAMM, EWI, which is the South Korea ETF, Micron, whatever it is, SanDisk, depending on the one that you have highest conviction on.

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I'm going to recommend Sandisk and it is important to see how it generally should get a little bit of a better multiple than it might get on its own.

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Well, they buy the stocks I just mentioned.

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you can always consider adding up here, about 7% higher at $1918. A secondary gap there on SanDisk.

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should price move up into there this upcoming week, this would be a great level to potentially short for either a day trade or a swing trade, right? Maybe a little longer.

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I'm waiting patiently for these these plays like Micron and SanDisk to retrace 61.8% 8% Fibonacci retrace of their recent falls which were like 40% and then I will start nibbling on shorts again in the AI space.

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I I personally would would probably go for something like Taiwan semi semime or Nvidia over a Micron or or or SanDisk or someone like that

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Second stock that Morning Star says to sell, SanDisk.

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I've been nervous about the AI hardware trade ever since SanDisk was a $2,300 stock and I thought it was ridiculous.

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I continue to dislike hardware stocks, AI hardware stocks.

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stay away from hardware, stay away from hyperscalers.

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Do not buy SanDisk at $2,300 a share.

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I do believe you want to be careful with areas like memory storage that have only done well because of pricing power. Once that pricing power goes away, those stocks could fall a lot more from here.

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I was warning about a SanDisk at $2,200 a share warning that the stock could fall 50%. You know, stock's down to $1,400. Since I was giving you guys these warnings, SanDisk is down like 40%, 39% at the low of the day today. It was down 40 almost 44%. You know, is the selling over with here? Maybe, maybe not, you know, but even then, I don't think this is where you have to be crowding

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SanDisk is hitting lower lows. I mean, compared to its low on July 7th, SanDisk is now below that, well below its 20-day, well below 50-day moving average.

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I THINK YOU SELL SOME.

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So why not own one of the memory stocks? ... The bottom line, I say own.

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you have to sell the parabolic moves.

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that could end up being a shorting opportunity.

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I COVERED MOST OF MY SEMI-SHORTS TODAY AS WELL AS TESLA. THE SHORTS ARE DOING PRETTY WELL IF THEY SHORT AT THE RIGHT TIME WHEN IT COMES TO SOME OF THESE MEMORY NAMES.