Meet Kevin on $SNDK

Channel profile →Sources cited by the channel: Adam Jonas, Bank of America, Bernstein, Goldman Sachs, Mark Mahaney, Wells Fargo4 entries

Meet Kevin has discussed $SNDK in 4 videos since 2026-10-14. The latest, on 2026-11-09, was bullish.

2026-11-09Bullish

“The Historic Stock Market REBOUND.”

AI summary · After being bearish on memory since summer, he now thinks buying makes sense because they are cheap; SanDisk has collapsed massively. A basket including SanDisk seems reasonable, and he likes SanDisk and Seagate a little more than memory stocks because NAND flash is expected to be in shortage more than memory ramps up.

curious to hear your thoughts on SanDisk and Micron. Honestly, I'm I like I've been a bear on memory since the summer, but I think we're getting to the point where it makes sense to start buying them. like they've gotten cheap.

I mean, this is a massive collapse that you've seen over here on SanDisk, right?

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2026-11-05Bullish

“The Historic Stock Market Selloff.”

AI summary · 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.

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.

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2026-11-03Bullish

The Stock Market, AMD Earnings, and Pre-Election Stream

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2026-10-14Bearish

why the market just tanked

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