Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

• MARKET REPORTNEUTRAL2026-08-24
  NAND Price Growth Set to Cool to 10-15% This Quarter After 70% Surge

  TrendForce projects NAND flash memory prices will rise 10% to 15% this quarter, a sharp slowdown from the roughly 70% jump Sandisk rode over the prior period.

• SPECIAL REPORTNEUTRAL2026-08-24
  Memory Chip Rally in Micron, SanDisk, SK Hynix Echoes Past Boom-Bust Cycles

  Historical patterns in memory-chip cycles suggest today's rally in Micron, SanDisk and SK Hynix will eventually cool, though both reports note structural AI demand could make this cycle longer than past ones.

• BREAKING STORYBEARISH2026-08-18
  Goldman Downgrades Nvidia on Valuation Even as AI Exposure Case Holds

  Goldman Sachs cut its rating on Nvidia, conceding AI exposure remains attractive while arguing valuation now warrants caution. The call lands alongside 13F disclosures showing Micron and SanDisk dominated one fund before a July collapse, and a $10 million Google purchase of Spirit Airlines data — signals that the AI capital cycle is broadening from compute into data and memory.

• SPECIAL REPORTNEUTRAL2026-08-17
  Memory and Optics Supply Chains Fracture: DDR5 Patent Fight Hits AI Server Builders as Indium Phosphide Prices Spike

  The AI hardware complex is splitting along supply-chain lines. A DDR5 patent dispute is pressuring server assemblers Super Micro (-4%) and Dell (-3%), while upstream component and materials suppliers are capturing value: indium phosphide price hikes lifted AXT, Coherent and Lumentum, and storage names Western Digital and SanDisk extended a re-rating on policy and pricing catalysts. The message for allocators is that margin power is migrating from integrators to constrained input owners.

• MARKET REPORTNEUTRAL2026-08-16
  AI Infrastructure Trade Faces Its Next Test as Nvidia Earnings Loom

  Positioning ahead of Nvidia's results is turning two-sided, while second-derivative AI plays in memory, edge delivery and analytics software attract fresh capital.

• MARKET REPORTNEUTRAL2026-08-10
  Sandisk authorizes $15.5 billion buyback, equal to 8.6% of shares

  Sandisk can now repurchase up to $15.5 billion of its own stock, representing roughly 8.6% of the company.

• MARKET REPORTNEUTRAL2026-08-09
  Sandisk stock slides on outlook as memory names come under scrutiny

  Sandisk shares fell after the company's forecast disappointed investors, even as the stock remains a large gainer over the past year. Commentary on Micron's 207% year-to-date run also flagged risk from slowing memory price gains.