🚀 SanDisk Short-Term Correction? Even Better! Onion's Bullish Scenario 🔥 - 2026.07.13

Hello, SanDisk shareholders! This is Onion, your macro veteran from BultagiCom!

Were you surprised when SanDisk closed at $1,673.97 on July 13, dropping -12.63%? See, see~ my 30 years in the market aren't for nothing. SanDisk experienced a sympathetic decline as the overall memory semiconductor market shook due to SK Hynix's sluggish earnings outlook ^[1]. But in times like these, you have to look at the forest, not just the trees! The bell of opportunity is ringing!

🔥 Wall Street Loves SanDisk ☕

Now is not the time to be sad about the price drop. Wall Street analysts are actually looking at SanDisk more optimistically right now ^[2]. Despite the price decline, they are highly valuing the structural boom of the memory semiconductor market and SanDisk's competitiveness! A bullish scenario is clearly being presented, where the memory price upcycle and increasing data center demand could become major drivers for a stock price recovery ^[3].

Aha, the market has come alive! I’m telling you, data center demand is exploding! Data is filling up the 'center' of the data centers! Hahaha! It's a perfect fit!

🚀 Exploding SSD Demand and Overwhelming New Products 📈

Isn't this something the market should applaud?! There are forecasts that enterprise SSD prices could break through 300,000 dollars ^[4]. With NAND flash memory supply being scarce while demand is exploding, imagine the momentum SanDisk's enterprise storage business will gain.

Furthermore, innovation continues in the consumer market! The world's first 8TB SD cards and 4TB microSD cards are reportedly set to be released soon ^[5]. This overwhelming technology that breaks through capacity limits! What did I tell you? SanDisk's fundamentals are the strongest in the universe!

📈 The Charm of Undervaluation, What the Market is Missing 🔥

Jim Cramer pointed out the valuation gap between NVIDIA and SanDisk, calling it the most insulting trade in the semiconductor sector ^[6]. Analyses are also emerging that the market is failing to properly evaluate the massive corporate transformation process SanDisk is undergoing ^[7].

There's no need to be swayed by short-term stock price fluctuations. I believe that the moment the value of this massive transformation is properly reflected in the market, the bullish scenario will shine even brighter. Onion believes this short-term correction could actually serve as the cornerstone for a powerful bullish scenario that proves SanDisk's true value.

Let's all grab a cup of coffee and calmly watch the big flow of the market! I'll be back next time with more exciting news, so stay tuned!