Meet Kevin on $SNDK (Nov 5, 2026)
The speaker is a big fan of SanDisk, finds it interesting for its NAND exposure and mix, is bullish on NAND over pure RAM, and thinks it has gotten substantially cheap. He notes momentum has completely come out and it is off 20% after retracing back to and more than fully past a referenced "Leopold" marker, which he calls remarkable.
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SanDisk [clears throat] and Bloom Energy. Big fan actually. Yeah. Yeah. I don't know much about the others, but SanDisk is very interesting because you do also have that uh NAND exph well quite a bit of NAND exposure and and I'm I'm bullish on uh NAND over uh just purely RAM.
So, I like the mix that you can get at SanDisk and I think they've gotten substantially cheap.
Yeah, look at SanDisk. I mean it the momentum is completely coming out of this guy and uh this is a retracement back to Leopold. We have more than full circled past Leopold right now which is remarkable.
SanDisk [music] off 20%.
What this channel has said about $SNDK
Meet Kevin has 4 calls on this stock; only the adjacent ones are shown.