Is this SanDisk move a crash-style sell-off? How is everyone doing?

This round of heavy drop has its core origin in NVIDIA. Why? Because NVIDIA isn’t only the leader in AI chips—it also invested in OpenAI and other AI companies, and even in chip peers like Marvell Technology. The purpose is to pull up the entire ecosystem. Other manufacturers are doing similar setups too.

That way, the companies in the AI industry chain are getting more tightly linked, and the risks are also getting strung together. What the market fears most is: if AI can’t make money, or if the financing environment tightens, the risks between chips, data centers, cloud providers, and model companies can transmit to each other.

Yesterday, NVIDIA already fell by about 5%, and the credit default swap price also rose.

Now look at SanDisk: technically it has already broken down, dropping directly from 1600 to around 1170. What to do tonight?

· Conservative: wait and buy in batches at 1115–1077.
· Aggressive: you can enter at 1115–1155.

$SNDK