Sandisk Corporation - Common Stock When-Issued (SNDK)

Leopold Aschenbrenner got caught when the tide went out, but that doesn't mean his stock picks were bad.

Will Sandisk's plans to return capital to shareholders improve the value of holding the stock?

Supplies of memory chips aren't expected to catch up with demand for at least another year and a half.

Sandisk stock has witnessed a breakout over the last year, but its rally might be far from over.

The memory industry is driving solid growth in demand for ASML's machines.

Sandisk has taken investors on quite the roller-coaster ride this year.

Sandisk Corporation (NASDAQ: SNDK) stock gains on Thursday as semiconductor memory makers move higher following Nvidia’s Q2 financial results.

Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A) and Sandisk Corporation (NASDAQ: SNDK) today announced anticipated significant investments in Japan, totaling over $31 billion (approximately 5 trillion yen) contingent upon government support. The investments through 2032 will continue to strengthen the Kioxia and Sandisk partnership, one of the most successful joint ventures across any industry. The partnership has helped drive decades of NAND flash memory innovation and invested over $50 billion (approximately 9 trillion yen) in Japan over the past 25 years. Kioxia and Sandisk will continue to deliver leading technology to support the growing demands of an AI and a data-driven world.

Buying and holding these promising stocks can be a winning formula.

CEO Sanjay Mehrotra's comments indicate that the memory industry is poised to get bigger over the long run.

Memory stocks are generating historic profits, but the real question is what survives the next turn in the cycle. See what contracts, margins, and valuations reveal about the opportunity.

Uh oh. Mizuho just started cutting estimates on Sandisk.

A 46% drawdown and a 150% yearly gain are both true. The number that decides the stock's case is a third one.

The biggest shareholder return in Korean history just met a market that wanted even more. The sell-off shows where investors think this cycle is.

The GPU giant's earnings report could serve as a bellwether for memory companies.

China is coming for Sandisk's market share. It's time to start worrying.