Sandisk Corporation (SNDK)

Sandisk Corporation (SNDK $772.09)
- $772.09 Cap: $111.24B
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KLA Corporation (KLAC $1,511.52)
- $1,511.52 P/E (TTM): 43.15X Cap: $198.12B
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Lam Research Corporation (LRCX $233.99)
- $233.99 P/E (TTM): 46.14X Cap: $292.19B
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Sandisk Corporation (SNDK $772.09)
- $772.09 Cap: $111.24B
- View SNDK Profile
- View Questions on SNDK
Micron CDR (CAD Hedged) (MU $19.79)
- $19.79 P/E (TTM): 60.83X Cap: $711.48B
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Applied Materials CDR (CAD Hedged) (AMAT $40.10)
- $40.10 P/E (TTM): 40.7X Cap: $380.77B
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Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?

Read Answer Asked by Graeme on March 18, 2026

Micron Technology Inc. (MU $444.27)
- $444.27 P/E (TTM): 43.89X Cap: $500.02B
- View MU Profile
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Sandisk Corporation (SNDK $772.09)
- $772.09 Cap: $111.24B
- 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 $444.27)
- $444.27 P/E (TTM): 43.89X Cap: $500.02B
- View MU Profile
- View Questions on MU
Sandisk Corporation (SNDK $772.09)
- $772.09 Cap: $111.24B
- View SNDK Profile
- View Questions on SNDK
Seagate Technology Holdings PLC (STX $434.60)
- $434.60 P/E (TTM): 52.22X Cap: $94.77B
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Western Digital Corporation (WDC $316.93)
- $316.93 P/E (TTM): 31.44X Cap: $106.39B
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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