$SNDK

17 theses
bullish 82%neutral 0%bearish 18%
Avg return (3m)
+0.5%
Win rate (3m)
30% (10 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 12:00 PM ET
$SNDKr/wallstreetbetsYOLObullish
u/Jolly-Professional57 · 4d ago2 prior · awaiting results
“130k SNDK YOLO, held through ~70k drawdown”

130k SNDK YOLO I 💎 🤚 🦍 this am

Author holds a large SNDK position expecting upside from deal rumors and AI/meta/space/Tesla momentum spillover ahead of earnings next week. Position survived significant drawdown, betting on a major reposition before earnings.

At post $1,365.38Now $1,287.89-5.7% since postedas of Oct 23, 12:00 PM ET
1d+0.9%
3d-9.3%
1w—
1m—
3m—
6m—
1y—
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$SNDKr/wallstreetbetsLossbullish
u/Imaginary-Towel-888 · 9d agono track record yet
Long SNDK

Sold AAPL to buy SNDK

Author liquidated a long-standing AAPL position at $333 and deployed entire life savings (~$4k) into SNDK, implying conviction in SNDK's upside despite the outcome being a significant loss.

At post $1,394.83Now $1,287.89-7.7% since postedas of Oct 23, 12:00 PM ET
1d-6.8%
3d-6.8%
1w-9.6%
1m—
3m—
6m—
1y—
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$SNDKr/wallstreetbetsGainbullish
u/Easy7777 · 24d ago1 prior · awaiting results
“Still hold large positions in MU / SNDK and SKHY (plus the 2x ETFs) all on margin. Started going hard into selling shorted dated covered calls during strength and re buying them on pull backs.”

Made $550k in 90 days. Can't stop / won't stop 🚂

Author has built large margin positions in SNDK through scalping and swing trading, selling short-dated covered calls to generate additional returns. The high beta and frequent volatility are being exploited for consistent profits.

At post $1,729.76Now $1,287.89-25.6% since postedas of Oct 23, 12:00 PM ET
1d+0.6%
3d-0.6%
1w-4.0%
1m—
3m—
6m—
1y—
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$SNDKr/wallstreetbetsDDbearish
u/sfw_supdood · 60d ago4 prior · awaiting results
“Late 2027 SNDK puts”

The AI Trade is Dead, OpenAI and Anthropic undershot the moon, pressure private equity

SanDisk is positioned to suffer from the same AI infrastructure collapse as other tech mega-cap investors. The author holds puts as the company unwinds unprofitable AI spending.

At post $1,493.12Now $1,287.89-13.8% since postedas of Oct 23, 12:00 PM ET
1d-0.8%
3d-0.5%
1w+4.9%
1m+21.7%
3m—
6m—
1y—
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$SNDKr/wallstreetbetsYOLObullish
u/sanjay_the_gemini · 79d ago1 prior · awaiting results
Long 144 shares of SNDK

Jus loaded up on $203,332.87 of SNDK

Author has invested over $203k in SNDK stock at an average price of $1412.84 per share. The position is structured as shares rather than options, allowing for recovery potential if the position declines.

At post $1,350.50Now $1,287.89-4.6% since postedas of Oct 23, 12:00 PM ET
1d-6.8%
3d-10.2%
1w-0.5%
1m+28.8%
3m—
6m—
1y—
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$SNDKr/wallstreetbetsDDbullish
u/JetJump · 80d agono track record yet
“Yes”

SNDK to 126198 DD

SanDisk is tracing the same price trajectory Bitcoin followed from 2013–2017, but on a compressed timeline, with real tangible demand for memory in AI data centers and high margins offsetting cyclical semiconductor concerns. The stock will continue that pattern toward $126,198 by November 2027, supported by favorable ownership dynamics and upcoming earnings catalyst.

At post $1,427.62Now $1,287.89-9.8% since postedas of Oct 23, 12:00 PM ET
1d-5.4%
3d-15.1%
1w-11.0%
1m+8.9%
3m—
6m—
1y—
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$SNDKr/wallstreetbetsDDbullish
u/evolflush · 86d ago1 prior · awaiting results
Long 1 share of SNDK

Tell me I'm wrong - DD + Crayons on Chips

Chip sector has corrected 60% to the 200-day moving average and represents a mean reversion opportunity. Despite AI hype cooling and market concerns over spending, fundamentals remain intact (MSFT beat on Azure), and chips remain in structural shortage, setting up for recovery as AI adoption continues.

At post $1,279.96Now $1,287.89+0.6% since postedas of Oct 23, 12:00 PM ET
1d-5.1%
3d-5.1%
1w-1.7%
1m+16.0%
3m—
6m—
1y—
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$SNDKr/wallstreetbetsYOLObullish
u/arfaiprod · 116d agono track record yet
“YOLO'd the dip on SNDK”

Just YOLO’d the dip on SNDK! Let’s go! Bring me back a Lamborghini SVJ!

Author bought the dip on SNDK, betting on a bounce-back or recovery. The post suggests conviction in a near-term or medium-term upside move.

At post $2,050.39Now $1,287.89-37.2% since postedas of Oct 23, 12:00 PM ET
1d+10.9%
3d-14.9%
1w-14.9%
1m-50.5%
3m-13.3%
6m—
1y—
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$SNDKr/wallstreetbetsYOLObearish
u/Traditional-Year3847 · 120d ago2 prior · 33% at 3mo
“4x $2,100 $SNDK puts expiring tomorrow”

$SNDK puts for tomorrow

Author holds 4x puts at $2,100 strike expiring tomorrow as a hedge against a long position, hoping for a major crash. The position is speculative and described as a cheap bet on downside.

At post $2,335.00Now $1,287.89-44.8% since postedas of Oct 23, 12:00 PM ET
1d-10.5%
3d-10.5%
1w-25.3%
1m-38.5%
3m-22.2%
6m—
1y—
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$SNDKr/wallstreetbetsDiscussionbearish
u/Karzov · 153d ago2 prior · 0% at 3mo
Short SNDK

The Capex Unwind Thesis 2027 - 2028

SanDisk (storage/memory supplier) will face margin compression and reduced demand as AI capex unwinds in 2027–2028 and profitability pressures force LLM providers to optimize efficiency, reducing storage and compute hardware purchases.

At post $1,589.55Now $1,287.89-19.0% since postedas of Oct 23, 12:00 PM ET
1d—
3d+0.0%
1w+6.6%
1m+23.5%
3m+0.4%
6m—
1y—
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$SNDKr/wallstreetbetsDiscussionbullish
u/callsonreddit · 160d ago3 prior · 100% at 3mo

Samsung -8.6% as 50k workers prepare 18-day strike over 15% profit share demand, $2B daily loss risk and chip output cuts

Samsung's production halt and potential supply shortage of memory chips will create tailwinds for SanDisk/Kioxia's NAND pricing and competitive positioning. Memory supply tightness supports SNDK pricing power.

At post $1,333.01Now $1,287.89-3.4% since postedas of Oct 23, 12:00 PM ET
1d—
3d+4.5%
1w+10.9%
1m+49.4%
3m+23.1%
6m—
1y—
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$SNDKr/wallstreetbetsDiscussionbullish
u/StrawberryOk8459 · 168d ago3 prior · 25% at 3mo

WDC will run higher next!!! FU Money!

Author expects SNDK to run to $2000 per share and anticipates a stock split at the next earnings announcement.

At post $1,547.56Now $1,287.89-16.8% since postedas of Oct 23, 12:00 PM ET
1d—
3d-6.2%
1w-9.0%
1m+6.1%
3m-21.7%
6m—
1y—
original post →
$SNDKr/wallstreetbetsGainbullish
u/Least-Sherbert954 · 168d ago1 prior · 0% at 3mo
“SNDK stock and calls, initially bought overnight after earnings dip, sold calls in 1200s, liquidated some position Tuesday, bought back Weds/Thurs, sold bunch today but still holding some”

SNDK Gains (38k)

Author realized gains on SNDK through tactical trading around earnings dips and momentum plays, anticipating further gap-ups. Position involved initial stock purchases, call options sold in the 1200s, and repeated entries/exits that netted $38k profit.

At post $1,562.34Now $1,287.89-17.6% since postedas of Oct 23, 12:00 PM ET
1d—
3d-0.9%
1w-9.9%
1m-0.2%
3m-19.4%
6m—
1y—
original post →
$SNDKr/wallstreetbetsGainbullish
u/Fun_Examination4401 · 172d ago1 prior · 50% at 3mo
“buy sandisk”

Freshman makes $190K in a month, doubles down on margin

Investor is doubling down on margin, allocating capital to Sandisk alongside Micron and Nebius positions, indicating confidence in the semiconductor sector recovery.

At post $1,255.86Now $1,287.89+2.5% since postedas of Oct 23, 12:00 PM ET
1d+12.0%
3d+6.7%
1w+23.2%
1m+45.8%
3m-3.3%
6m—
1y—
original post →
$SNDKr/wallstreetbetsGainbullish
u/bajagfjdlbkaoa · 173d ago1 prior · 50% at 3mo
“jumped into SNDK”

I don't even know why I sold..

Author took a position in SNDK and regrets selling early, implying conviction in further upside.

At post $1,255.86Now $1,287.89+2.5% since postedas of Oct 23, 12:00 PM ET
1d—
3d+12.3%
1w+24.4%
1m+36.7%
3m-3.3%
6m—
1y—
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$SNDKr/wallstreetbetsYOLObullish
u/sempeotoa · 176d ago3 prior · 50% at 3mo
“SNDK calls”

YOLO all the profits from META puts into SNDK calls! No broke folks allowed on WSB! So this little bit of money is nothing!

Author is deploying profits from successful META puts into SNDK calls, indicating conviction in near-term upside for SanDisk.

At post $1,096.51Now $1,287.89+17.4% since postedas of Oct 23, 12:00 PM ET
1d+8.3%
3d+8.3%
1w+22.2%
1m+54.6%
3m-7.4%
6m—
1y—
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$SNDKr/wallstreetbetsYOLObullish
u/Lilltoe · 184d ago5 prior · 83% at 3mo
Long 111 shares of SNDK

My chip portfolio goes 🚀. My technical analysis was 'computer need chip, chip go brrr' 🖥️💸

Author holds 111 shares of SanDisk (memory/chip company) for exposure to AI-driven chip demand, despite high per-share price.

At post $932.43Now $1,287.89+38.1% since postedas of Oct 23, 12:00 PM ET
1d+6.2%
3d+6.2%
1w+17.6%
1m+58.6%
3m+71.5%
6m+46.4%
1y—
original post →

End of results.