Sandisk Corporation (SNDK)

Sandisk Corporation (SNDK $780.90)
- $780.90 Cap: $115.26B
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KLA Corporation (KLAC $1,672.34)
- $1,672.34 P/E (TTM): 45.09X Cap: $219.20B
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Lam Research Corporation (LRCX $246.49)
- $246.49 P/E (TTM): 46.07X Cap: $307.80B
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Sandisk Corporation (SNDK $780.90)
- $780.90 Cap: $115.26B
- View SNDK Profile
- View Questions on SNDK
Micron CDR (CAD Hedged) (MU $18.04)
- $18.04 P/E (TTM): 49.77X Cap: $589.48B
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Applied Materials CDR (CAD Hedged) (AMAT $43.10)
- $43.10 P/E (TTM): 40.72X Cap: $389.65B
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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 $406.73)
- $406.73 P/E (TTM): 35.89X Cap: $458.68B
- View MU Profile
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Sandisk Corporation (SNDK $780.90)
- $780.90 Cap: $115.26B
- 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 $406.73)
- $406.73 P/E (TTM): 35.89X Cap: $458.68B
- View MU Profile
- View Questions on MU
Sandisk Corporation (SNDK $780.90)
- $780.90 Cap: $115.26B
- View SNDK Profile
- View Questions on SNDK
Seagate Technology Holdings PLC (STX $496.30)
- $496.30 P/E (TTM): 60.17X Cap: $108.22B
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Western Digital Corporation (WDC $338.78)
- $338.78 P/E (TTM): 29.49X Cap: $105.76B
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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