#AIStockGuruReportedlyBullishOnAI

Market chatter has been floating the idea that a fund connected to a well-known AI stock voice has started rebuilding positions across a handful of names: SNDK, BE, INTC, CRWV, SKHY, and AMD. The timing is interesting because several of these names, especially the memory and infrastructure plays, took a sharp hit earlier in the summer.

Looking at the SNDK four-hour chart, the picture matches that narrative. Price ran hard into the mid-to-high 2,000s earlier, then suffered a deep pullback that bottomed near the 1,000 area in late July. That drawdown was severe. Since then the stock has staged a recovery, climbing back toward the 1,600–1,800 zone. Right now it is trading around 1,630, sitting near a cluster of moving averages and recent resistance levels. RSI is near 42, which is neither overbought nor deeply oversold. MACD has flattened after the rebound.

The question is whether this is the start of a real second leg higher or just a typical post-crash bounce that fades. The fundamental backdrop still supports selective AI infrastructure exposure.
Demand for high-bandwidth memory and related capacity remains elevated as large training and inference clusters continue to expand. Names tied to that part of the supply chain tend to benefit when capital expenditure stays strong. At the same time, the market has already priced a lot of that optimism into the earlier run-up, which is why the July correction was so sharp once sentiment cooled.

From a trading perspective I am treating the current area as a decision zone rather than an automatic buy. A sustained hold above the recent range lows with improving volume would make selective long exposure more attractive. A failure back toward the mid-1,400s would suggest the recovery is still fragile. Position size has to stay disciplined because these names can move fast in both directions when AI narrative sentiment shifts.

The broader group mentioned in the chatter is not uniform. Some are pure memory plays, others sit further up the infrastructure stack. That differentiation matters. A broad “AI is back” basket is less useful than focusing on the specific parts of the value chain that still show tight supply and rising utilization.

The recovery from the July lows is real on the chart. Whether it turns into a sustained comeback depends on the next few weeks of earnings, guidance, and actual order flow rather than fund-flow rumors. For now the technicals are constructive but not yet decisive. Wait for clearer confirmation before getting aggressive.

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