You know you’re in a bubble when shares of Sandisk Corp. (SNDK) rally 11.5% on a Wednesday, because nothing says “sustainability” like a 300% year-on-year gain. It’s not that the NAND flash market suddenly discovered ethics-it’s just that the algorithmic gods finally remembered to feed the stock.
Sandisk used to be the forgotten child of Western Digital, a corporate stepchild rebranded as a standalone entity. Now it’s the star of the show, because nothing sparks investor enthusiasm like a “supercycle” that sounds suspiciously like a marketing team’s brainstorm over a lukewarm coffee.
Sandisk’s recent surge? A delayed reaction to analysts who, yesterday, raised their price target from $50 to $180. Because nothing says “financial wisdom” like tripling your forecast after the market’s already jumped. It’s like they’re apologizing for their previous skepticism, which is fine-everyone’s allowed to have a crisis of confidence.
The narrative? AI demand is the new religion, and NAND flash is its chosen scripture. But let’s not pretend this isn’t the same cycle we’ve seen since the dotcom era. Remember when “disruptive tech” meant a guy in a hoodie selling widgets? Now it’s “generative AI,” but the rules are the same: hype, then collapse, then repeat.
Meanwhile, ASML’s 2026 guidance is the latest placebo for investors. “Better-than-expected” is just a fancy way of saying “we’re not entirely sure what’s coming, but let’s pretend we are.” The market eats it up, because who doesn’t want to believe in a future where supply chains aren’t chaotic and tech stocks don’t crash?
Memory and storage are the semiconductors’ wild card-volatile, unpredictable, and prone to emotional swings. The boom here isn’t a triumph of innovation; it’s a relic of underinvestment, much like your ex’s last text message. And when the next bust comes? Well, that’s when the real fun begins.
So here’s to Sandisk, the stock that’s both a cautionary tale and a get-rich-quick scheme. Because in the end, we’re all just waiting for the next bubble to pop-and hoping we’re still holding the ticket.
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2025-10-15 23:08