Earnings Edge

Earnings Edge

Previews

The SanDisk Reckoning: When 100% Isn't Enough

Consensus Media's avatar
Consensus Media
Jan 26, 2026
∙ Paid

I previously hesitated on my promised SanDisk (SNDK) setup thoughts, waiting for the market to digest the weekend’s big news: Samsung is doubling NAND prices. Logic suggests that SNDK, a pure-play on NAND/Flash, would gap 5-10% higher. After a big opening rebound, SNDK has largely failed to hold gains. Good news sold, noted.

The stock has nearly doubled …

User's avatar

Continue reading this post for free, courtesy of Consensus Media.

Or purchase a paid subscription.
© 2026 Consensus Media · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture