The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

← Back to dashboard

SNDK

Sandisk CorporationEarnings 10/29Clear split
Close 1,358.27 (2026-10-15)28 days -15.9%1Y +841.3%28 d mentions 32

Stance mix of tracked accounts 12 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
3
Neutral
3
No stance
2
Bearish
4
Accounts BullNeuBearNone
@aleabitoredditViews ›2001
@amitisinvestingViews ›0200
@RedDogT3Views ›0149
@ripster47Views ›0002
@Jake__WujastykViews ›0100
@TrendSpiderViews ›0010
@InvestorsLiveViews ›0110
@petenajarianViews ›0001
@StockSavvyShayViews ›1000
@DiMartinoBoothViews ›0010
@Mr_DerivativesViews ›1110
@EliteOptions2Views ›0010

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 2Fundamentals
  • 1Catalyst
  • 1Sentiment
  • @Mr_Derivatives: @Mr_Derivatives asks if it is a stock market top or bottom signal and suggests @ShaneStoffer start buying memory names $SKHY $MU $SNDK if it bounces.
  • @StockSavvyShay: Enterprise SSD revenue reached ~$38B in Q2 as AI agents need more fast storage to handle growing context, making SSDs an important part of AI infrastructure. $SNDK's 103% QoQ revenue jump is interesting because it holds only ~8% of enterprise SSDs versus 11% of overall NAND, leaving room to catch up. $MU is further ahead with ~19% enterprise SSD share versus 15% of NAND, and data center SSDs now account for over 2/3 of its NAND revenue as AI drives a richer storage mix.
  • @aleabitoreddit: @aleabitoreddit shares thoughts on AI supply chain, noting strong demand visibility for memory names like $MU, Samsung and SK Hynix into 2030-2031 with LTAs covering 70% of Samsung capacity and price floors. $LITE is sold out into 2029 with discussions into 2030, while $NVDA, $AVGO and $MRVL show supply-constrained growth. Near-term volatility hit options and prices, but long-term baseline from contracts looks solid for bottleneck players. Some caution on $IREN valuation despite Anthropic deal.
Bear case
  • 7Technicals
  • 1Macro
  • 1Sentiment
  • @EliteOptions2: @EliteOptions2 trade plan Oct 15: big gap down on Anthropic revenue and hot PPI; $QQQ down 9 points premarket. Below 722 it could drop to 710 to 715; above 722 it can test 727. MU down 30+, SNDK down nearly 80 points premarket; risk off.
  • @Mr_Derivatives: $SNDK down 4 weeks in a row now. Never happened in its short history.
  • @InvestorsLive: Pressure continues across AI basket. Quoted: $MU $SNDK $BE $NBIS $NVDA etc, wonder if this is like the $$ raise prior to $SPCX, in the weeks leading into Anthropic getting cash ready.

Clear split. Accounts are on both sides; see the two columns above for where they differ.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
EliteOptionsTrader @EliteOptions2Views ›
Bearish First call
Technicals · Short term · @EliteOptions2 trade plan Oct 15: big gap down on Anthropic revenue and hot PPI; $QQQ down 9 points premarket. Below 722 it could drop to 710 to 715; above 722 it can test 727. MU down 30+, SNDK down nearly 80 points premarket; risk off.
2026-10-15 21:00 HKT Original post ↗
Scott Redler @RedDogT3Views ›
Neutral strengthened (was Bearish) 7d: strengthened
Technicals · @RedDogT3: $SNDK gave clues to sell semis last Friday; today may bring an oversold bounce against a 5, 15 or 30 minute low.
2026-10-15 20:38 HKT Original post ↗
Bullish strengthened (was Neutral)
Sentiment · Short term · @Mr_Derivatives asks if it is a stock market top or bottom signal and suggests @ShaneStoffer start buying memory names $SKHY $MU $SNDK if it bounces.
2026-10-15 19:08 HKT Original post ↗
Bearish weakened (was Neutral)
Sentiment · Short term · Pressure continues across AI basket. Quoted: $MU $SNDK $BE $NBIS $NVDA etc, wonder if this is like the $$ raise prior to $SPCX, in the weeks leading into Anthropic getting cash ready.
2026-10-15 02:01 HKT Original post ↗
Danielle DiMartino Booth @DiMartinoBoothViews ›
Bearish First call
Macro · Medium term · (Reposted by @DiMartinoBooth) @donnelly_brent: AI capex fears, memory glut and payoff questions drive selling of favorites (CRWV, ORCL, MU, SNDK), and if large enough bonds rally; the US economy rides on AI capex, so financial wobbles hit the real economy.
2026-10-14 23:50 HKT Original post ↗
Bullish First call
Fundamentals · Medium term · Enterprise SSD revenue reached ~$38B in Q2 as AI agents need more fast storage to handle growing context, making SSDs an important part of AI infrastructure. $SNDK's 103% QoQ revenue jump is interesting because it holds only ~8% of enterprise SSDs versus 11% of overall NAND, leaving room to catch up. $MU is further ahead with ~19% enterprise SSD share versus 15% of NAND, and data center SSDs now account for over 2/3 of its NAND revenue as AI drives a richer storage mix.
2026-10-14 00:47 HKT Original post ↗
Bullish First call
Fundamentals · Long term · @aleabitoreddit shares thoughts on AI supply chain, noting strong demand visibility for memory names like $MU, Samsung and SK Hynix into 2030-2031 with LTAs covering 70% of Samsung capacity and price floors. $LITE is sold out into 2029 with discussions into 2030, while $NVDA, $AVGO and $MRVL show supply-constrained growth. Near-term volatility hit options and prices, but long-term baseline from contracts looks solid for bottleneck players. Some caution on $IREN valuation despite Anthropic deal.
2026-10-13 07:33 HKT Original post ↗
Neutral First call
Sentiment · @amitisinvesting asks whether CXMT memory-optimization headlines are a real threat to the $MU and $SNDK memory trade, or just another architecture that drives more token usage and makes up for pricing power with volume. He notes the fragile memory and semis trade reacts to such headlines almost weekly, as when Toshiba's HDD capacity increase took $STX and $WDC down 20% last week, and says the street will either see these names as undervalued vs growth or give up on them as cyclical.
2026-10-13 02:14 HKT Original post ↗
No stance
Basis not tagged · (Reposted by @petenajarian) @jonnajarian shares the Rebel's Edge 1pm lineup covering the VIX, $SNDK, $LITE, $META and $CRM, plus a sports segment with @petenajarian. No new market view.
2026-10-12 22:51 HKT Original post ↗
Bearish First call
Technicals · Short term · Uptrend from July? Gone. 🩸 $SNDK
2026-10-09 08:55 HKT Original post ↗
Neutral First call
Technicals · $SNDK #SNDK Made it down to the VWAP zone today. This has been a bounce sot over the last 6 weeks.
2026-10-09 05:58 HKT Original post ↗
No stance
Basis not tagged · （@ripster47 轉發）教學影片：如何用 Ripster MTF Clouds 波段與當沖操作 $MU 與 $SNDK 這類記憶體股。標 $MU、$SNDK 未表態。
2026-10-09 04:00 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 21 posts · Bull 3 / Bear 7
    @RedDogT3: @RedDogT3: $SNDK gave clues to sell semis last Friday; today may bring an oversold bounce against a 5, 15 or 30 minute low. (Neutral)
  • 10/3–10/9 · 11 posts · Bull 1 / Bear 2
    @RedDogT3: 📺 IS TODAY'S REBOUND A TRAP? MOMENTUM REMAINS FRAGILE + $SPY TESTS ITS 8-DAY & $QQQ FILLS ITS GAP + DON’T CHASE $SPCX + $MU, $SNDK & $WDC FLASH WARNING SIGNS After yesterday's aggressive tech selloff, triggered by concerns surrounding OpenAI's revenue miss, stocks are bouncing back in today's premarket. But this is not an environment to aggressively chase strength. The major indices are holding up relatively well, while many individual momentum stocks continue to suffer significant technical damage. * The recent pullback in $SPY looks relatively normal after an extended advance toward $781. #SPY tested its 8-day moving average, shook out aggressive momentum traders, and held important support around $770. Now trading near $776.72 in the premarket, it faces immediate resistance at yesterday's $777 high and the $779 area. I doubt SPY can push decisively above that zone today. It could offer a tactical opportunity to reestablish some short exposure. * Similar story in $QQQ. After a strong multi-day rally that left the Nasdaq extended above its 8-day moving average, profit-taking was overdue. Yesterday's selloff brought #QQQ back toward that average, filled the previously identified gap near $743, and tested an important neckline. The action was sloppy, but the broader technical structure hasn't necessarily broken down. Still, a rebound doesn't automatically mean momentum has returned. * $SPCX continues to be one of the few names that is still demonstrates rel (Bearish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

SNDKEarnings 10/29 Bearish2026-10-15 21:00 HKTOriginal post ↗

@EliteOptions2 trade plan Oct 15: big gap down on Anthropic revenue and hot PPI; $QQQ down 9 points premarket. Below 722 it could drop to 710 to 715; above 722 it can test 727. MU down 30+, SNDK down nearly 80 points premarket; risk off.

See original

TRADE PLAN for October 15th 📈 Another big gap down this morning.. The market wasn't too happy with Anthropic revenue and QQQ is down 9 pts premarket, if it can't get back above 722 we can see another drop to 710-715 next. QQQ above 722 can test 727. PPI data came in hot as well. Risk off environment for the upside for now. I don't see an edge yet until the market bottoms. MU is down 30+, SNDK down almost 80 points premarket. Memory and chip stocks beat up today. We need to see the tech sector move red to green to start to see some signs of a bottom. For now, let the market find a bottom. $QQQ dropped from 745 premarket yesterday to 716 early this morning. Let's see if it tries to bottom by tomorrow. Good luck everyone!! 🫡

Reasoning: Technicals · Short term Specific

SNDKEarnings 10/29 Neutral strengthened2026-10-15 20:38 HKTOriginal post ↗

@RedDogT3: $SNDK gave clues to sell semis last Friday; today may bring an oversold bounce against a 5, 15 or 30 minute low.

See original

$sndk gave clues to sell semis last Friday. Today maybe a oversold bounce vs a 5-15-30 minute low

Image 1 ↗

Reasoning: Technicals

SNDKEarnings 10/29 Bullish strengthened2026-10-15 19:08 HKTOriginal post ↗

@Mr_Derivatives asks if it is a stock market top or bottom signal and suggests @ShaneStoffer start buying memory names $SKHY $MU $SNDK if it bounces.

See original

Stock market top signal? Or stock market bottom signal? @ShaneStoffer start buying some memory names here, if it bounces you’ll be goated! Lol $SKHY $MU $SNDK

Image 1 ↗

Reasoning: Sentiment · Short term

SNDKEarnings 10/29 Neutral strengthened2026-10-15 07:36 HKTOriginal post ↗

Two months ago the top 10 S&P500 performers were dominated by chips/memory sector; now led by $MRNA with $VLO rising, as quoted previous top was $SNDK.

See original

Two months ago the top 10 performers in the S&P500 was DOMINATED by the chips/memory sector. Fast forward to today and it looks much more different now. Led by, none other than $MRNA. And look at $VLO sneaking up on everyone!

Image 1 ↗

Reasoning: Technicals

SNDKEarnings 10/29 Bearish2026-10-15 06:04 HKTOriginal post ↗

$SNDK down 4 weeks in a row now. Never happened in its short history.

See original

$SNDK down 4 weeks in a row now. Never happened in its short history.

Reasoning: Technicals · Short term

SNDKEarnings 10/29 Bearish weakened2026-10-15 02:01 HKTOriginal post ↗

Pressure continues across AI basket. Quoted: $MU $SNDK $BE $NBIS $NVDA etc, wonder if this is like the $$ raise prior to $SPCX, in the weeks leading into Anthropic getting cash ready.

See original

Pressure continues across AI basket

Reasoning: Sentiment · Short term

No-stance mentions (13)
SNDKEarnings 10/29 No stance2026-10-15 18:31 HKTOriginal post ↗

Scott Redler’s #630club live premarket stock market update mentioning $NVDA $MU $SPCX $SNDK.

See original

⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1NGaroNdPydJj

Reasoning: Not tagged by analyst

SNDKEarnings 10/29 No stance2026-10-15 06:20 HKTOriginal post ↗

We have the first post-CPI $SPX $SPY $QQQ candle. Fresh game plan for names like $META $SPCX $SNDK.

See original

We have the first post-CPI $SPX $SPY $QQQ candle. Get on the list for tomorrow's update - fresh game plan for names like $META $SPCX $SNDK: ➡️ https://t3live.com/rd

Reasoning: Not tagged by analyst

SNDKEarnings 10/29 No stance2026-10-14 18:30 HKTOriginal post ↗

@RedDogT3 (Scott Redler) promotes his #630club live premarket stock market update broadcast, covering $NVDA, $MU, $SPCX and $SNDK.

See original

⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1OxwbnMwgOgJB

Reasoning: Not tagged by analyst

SNDKEarnings 10/29 No stance2026-10-13 18:31 HKTOriginal post ↗

@RedDogT3 announces a live premarket stock market update covering $NVDA, $MU, $SPCX and $SNDK. No new market view.

See original

⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ Free VIP List Newsletter: https://www.t3live.com/rd *** $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1nxnRBkEaQjxO

Reasoning: Not tagged by analyst

SNDKEarnings 10/29 No stance↻ Repost of @jonnajarian2026-10-12 22:51 HKTOriginal post ↗

(Reposted by @petenajarian) @jonnajarian shares the Rebel's Edge 1pm lineup covering the VIX, $SNDK, $LITE, $META and $CRM, plus a sports segment with @petenajarian. No new market view.

See original

Rebel’s Edge 🏴‍☠️ 1pm Line up: #VIX $SNDK $LITE $META $CRM 🏈 NAJARIAN SPORTS 🏴‍☠️ with @petenajarian College Football Top 5, NFL Top 5 #ITSNOTANOPTION 📙

Image 1 ↗

Reasoning: Not tagged by analyst

SNDKEarnings 10/29 No stance2026-10-12 18:31 HKTOriginal post ↗

@RedDogT3 announces Scott Redler’s #630club live premarket stock market update covering $NVDA, $MU, $SPCX and $SNDK. No specific market view or analysis is shared in the post.

See original

⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1yJAPwDkBBOGb

Reasoning: Not tagged by analyst

SNDKEarnings 10/29 No stance2026-10-10 21:46 HKTOriginal post ↗

I think almost everything about my $AXTI thesis from 2025 was validated? From AXT's position in the InP substrate bottleneck... Being able to threaten the hyperscaler buildout (per Reuters)... $IQE has been flagging this as a major risk, VPEC and Taiwan epiwafer foundries have been crying over InP substrate bottlenecks. And there's even AXT direct confirmation of partnerships with $LITE and $COHR as the InP substrate supplier. AXT also stated $130m/quarter InP revenue capacity exiting 2027 (~$520m annualized) so that's a massive revenue inflection compared to previously. Now... the biggest question is: How much can AXT price hike? The substrates they make are just such a tiny part of the BOM... but can threaten hyperscaler buildouts with optics. So if they manage to price hike to $SNDK NAND degrees (which they can), then I think AXT could get re-rated a ton from here. But if they end up like Japanese ABF suppliers that are less willing to abuse their position, that's a different story. Will need to do more channel checks to see how that's coming along. But at the very least, I would argue there should be some valuation baseline just due to their critical importance (eg. upstream refinery ownerships, crucible processing, etc) + existing capacity revenue without hikes. TLDR: - Bottleneck thesis was at like ~$500m MC - Upside now comes from price hikes due to duopoly position + ownership of upstream bottlenecks in the InP substrate manufacturing process. (whi

Image 1 ↗

Reasoning: Fundamentals · Medium term Specific

SNDKEarnings 10/29 No stance2026-10-09 21:19 HKTOriginal post ↗

Get my next updates on $SPCX $NVDA $SNDK $TSLA and more on Monday: https://t3live.com/rd (free trading newsletter)

Reasoning: Not tagged by analyst

SNDKEarnings 10/29 No stance2026-10-09 20:06 HKTOriginal post ↗

Mostly green arrows as rates come off highs and oil pulls back a bit. $SPX is still choppy after the move to 7844, with 7731 now the key short-term level to trade against. Above that keeps things steadier; below it, stay more tactical with less size.

Image 1 ↗

Reasoning: Technicals Specific

SNDKEarnings 10/29 No stance2026-10-09 18:31 HKTOriginal post ↗

⏰ Scott Redler’s #630club - LIVE Premarket Stock Market Update ➡️ $NVDA $MU $SPCX $SNDK https://x.com/i/broadcasts/1qGvveaQLWeGB

Reasoning: Not tagged by analyst

SNDKEarnings 10/29 No stance↻ Repost of @TENETTRADEGROUP2026-10-09 04:00 HKTOriginal post ↗

（@ripster47 轉發）教學影片：如何用 Ripster MTF Clouds 波段與當沖操作 $MU 與 $SNDK 這類記憶體股。標 $MU、$SNDK 未表態。

Image 1 ↗ Image 2 ↗

Reasoning: Not tagged by analyst

SNDKEarnings 10/29 No stance↻ Repost of @TENETTRADEGROUP2026-10-08 20:40 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。

Image 1 ↗

Reasoning: Not tagged by analyst

SNDKEarnings 10/29 No stance2026-10-08 20:11 HKTOriginal post ↗

Mostly red arrows as rates continue higher and oil stays elevated. $SPX recently hit 7844, but the tape feels tired under the surface. Key support is 7763–7727ish; if that area holds, momentum can stay intact. If it breaks, the tape can get sloppy fast.

Image 1 ↗

Reasoning: Technicals Specific

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

Open the interactive page (with chart)