Sandisk Corp（SNDK）の株式分析SNDKSandisk Corp

Trade to win: every draw has a prize — iPhone DUO, ETH, SNDK, and more!

I've been trading $SNDK for the past few days and made a small gain. There's been a lot of back-and-forth price action. My personal view is bullish. Storage remains a hard demand.

$META earnings just flashed a key signal! Zuckerberg isn't short on cash, and his grip on control is top-tier. Revenue hit $64 billion, a record high, beating expectations. EPS is masked by litigation costs — strip out the settlement fee, and real profitability far exceeds the reported numbers. A 1-for-2 split plus distribution of non-voting Class C shares — anyone who gets it understands: use the market's money to fund AI, but never let voting power out. Capex raised, hundreds of billions all in on AI infrastructure, targeting personal superintelligence. Muse AI has tens of millions of users, Threads time spent is up sharply, and monthly actives have even surpassed X. The era of heavy spending is here, but can the massive investment convert into sustained profit? Patience — wait for the next earnings report to verify whether long-term value can be delivered. I'll keep tracking subsequent reports. #EarningsSeason $SNDK $SPCX (METAUSDT)

Before earnings, let's look at storage again, using SanDisk as an example. First: SanDisk's recent high was on September 21 when it officially entered the S&P 100 index, with concentrated passive fund buying at Friday's close. From this we can simply infer that institutions pushed the price up on the 20th-21st and then sold to S&P 100 passive funds that automatically absorbed the shares, completing a simple handover game. Now it has reached a key support level again, rebounding once to near the 1450 resistance and then pulling back. SanDisk's earnings are scheduled for release after the U.S. market close on October 29 Eastern Time, and before earnings the movement and counterattack signal should not be too large. Second: looking at recent market conditions, since SanDisk began falling from 1900, there has not been decent follow-through buying, and the same is true for SK Hynix and Micron. Since storage is a cyclical product, China's ChangXin Technology also has a small portion of products that can begin mass production in the future, which could affect the three-player dominance, similar to how Tesla's stock has not truly broken its historical high recently after China's EV market took off in 2021. Once there is competition, valuation, future market share, and profit margins all need to be revised downward. Third: back to trading. Before earnings results come out, the original bottom area can be used to go long back and forth between 1170-1220 until the earnings on the 29th, and in the 1200-1450 box range, buy low without betting on earnings. $SNDK

$FIL is holding its ground, and the recovery structure still looks constructive. Filecoin is trading near $1.08, having reclaimed above $1.00, with the daily Supertrend indicator at $0.9051 providing support for the overall trend. Key levels to watch: Support: $1.02–$1.04 Major support: $0.90–$0.91 Resistance: $1.17–$1.20 Breakout level: $1.276 A reclaim of $1.20 could open the way toward $1.27; a loss of $1.02 would weaken the trend. The recovery is encouraging. FIL now needs to turn resistance into support to sustain upward momentum. $SNDK #SpaceXQ3Earnings #GateWCTCS9GlobalTradingCompetition