Sandisk Corporation (SNDK)

Sandisk Corporation (SNDK $1,002.35)
- $1,002.35 Cap: $147.94B
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KLA Corporation (KLAC $1,808.97)
- $1,808.97 P/E (TTM): 55.31X Cap: $237.11B
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Lam Research Corporation (LRCX $251.23)
- $251.23 P/E (TTM): 53.28X Cap: $314.18B
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Sandisk Corporation (SNDK $1,002.35)
- $1,002.35 Cap: $147.94B
- View SNDK Profile
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Micron CDR (CAD Hedged) (MU $22.34)
- $22.34 P/E (TTM): 69.11X Cap: $805.88B
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Applied Materials CDR (CAD Hedged) (AMAT $42.73)
- $42.73 P/E (TTM): 46.75X Cap: $437.73B
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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 $504.29)
- $504.29 P/E (TTM): 24.77X Cap: $568.70B
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Sandisk Corporation (SNDK $1,002.35)
- $1,002.35 Cap: $147.94B
- 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 $504.29)
- $504.29 P/E (TTM): 24.77X Cap: $568.70B
- View MU Profile
- View Questions on MU
Sandisk Corporation (SNDK $1,002.35)
- $1,002.35 Cap: $147.94B
- View SNDK Profile
- View Questions on SNDK
Seagate Technology Holdings PLC (STX $579.03)
- $579.03 P/E (TTM): 67.4X Cap: $126.27B
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Western Digital Corporation (WDC $390.99)
- $390.99 P/E (TTM): 37.88X Cap: $132.56B
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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