Raging Capital Ventures on X
Micron and SanDisk should return cash or wait for a cycle downturn rather than repurchase shares near the memory-cycle peak at roughly 20 times invested capital.
NASDAQ
Sandisk Corp
SNDK
5 articles
$230B Market cap · 2026-08-21
BDC on X
SanDisk's long-term agreements smooth revenue and soften cyclicality, but reduce the upside investors expected from a semiconductor-cycle recovery.
BDC on X
SanDisk’s forward EPS estimates have diverged sharply from its share price as the investor remains short the semiconductor ETF SOXX.
Raging Capital Ventures on X
@puppyeh1 It’s dumb to buyback $SNDK stock. Dividends a good idea, or even better just sit on the cash for the next 18 months and see how things develop.
Chris Camillo on X
AI’s future use cases could drive memory demand beyond sell-side supply forecasts, supporting a bullish view of SanDisk and Micron despite bubble concerns.
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