Sandisk Corporation (SNDK)

Sandisk Corporation (SNDK $527.33)
- $527.33 Cap: $77.83B
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Micron Technology Inc. (MU $370.30)
- $370.30 P/E (TTM): 37.74X Cap: $416.77B
- View MU Profile
- View Questions on MU
Sandisk Corporation (SNDK $527.33)
- $527.33 Cap: $77.83B
- View SNDK Profile
- View Questions on SNDK

Q: Good morning,

In AI related space, I don’t have any memory related holdings. Do you have any suggestions? Thanks

Read Answer Asked by Lin on March 06, 2026

Micron Technology Inc. (MU $370.30)
- $370.30 P/E (TTM): 37.74X Cap: $416.77B
- View MU Profile
- View Questions on MU
Sandisk Corporation (SNDK $527.33)
- $527.33 Cap: $77.83B
- View SNDK Profile
- View Questions on SNDK
Seagate Technology Holdings PLC (STX $352.80)
- $352.80 P/E (TTM): 45.29X Cap: $76.93B
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Western Digital Corporation (WDC $245.25)
- $245.25 P/E (TTM): 25.95X Cap: $84.96B
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Q: I must have been napping or looking in the wrong direction when these guys took off.

Lots of FOMO here. Can I still play? More upside potential?

Or look elsewhere for growth?

Perhaps similar but undervalued companies in this sector?

Thanks.

Read Answer Asked by Donald on February 11, 2026

Broadcom Inc. (AVGO $330.48)
- $330.48 P/E (TTM): 69.57X Cap: $1.56T
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Micron Technology Inc. (MU $370.30)
- $370.30 P/E (TTM): 37.74X Cap: $416.77B
- View MU Profile
- View Questions on MU
NVIDIA Corporation (NVDA $177.82)
- $177.82 P/E (TTM): 37.42X Cap: $4.32T
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Sandisk Corporation (SNDK $527.33)
- $527.33 Cap: $77.83B
- View SNDK Profile
- View Questions on SNDK
Celestica Inc. (CLS $339.51)
- $339.51 P/E (TTM): 37.32X Cap: $39.03B
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Advanced Micro Devices Inc. (AMD $192.43)
- $192.43 P/E (TTM): 72.62X Cap: $313.73B
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Teradyne Inc. (TER $273.05)
- $273.05 P/E (TTM): 88.06X Cap: $42.74B
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Super Micro Computer Inc. (SMCI $31.31)
- $31.31 P/E (TTM): 23.71X Cap: $18.75B
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IREN Limited (IREN $36.70)
- $36.70 P/E (TTM): 71.65X Cap: $12.19B
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Nebius Group N.V. (NBIS $89.33)
- $89.33 Cap: $21.27B
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Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you

Read Answer Asked by Marty on February 09, 2026