--- title: "SNDK Sandisk" canonical: "https://supercyclehq.com/stock/sandisk" type: "stock" dataAsOf: "2026-11-06" ticker: "SNDK" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Sandisk (SNDK) Sandisk makes flash memory and storage products. ## AI Exposure Score **55/100, Strategic.** Sandisk sells NAND flash and enterprise SSDs, where AI training data storage and inference workloads are driving high-capacity drive demand. Exposure hinges on AI data-center storage attach rates lifting a cyclical memory business through the cycle. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $835.06 | | Change 1d | +3.55% | | Change 7d | -27.44% | | Change 30d | -48.12% | | Change 1y | +248.70% | | 52-week high | $2,335.00 | | 52-week low | $194.38 | | Market cap | $118.8B | | P/E | 6.67 | | EPS | $125.12 | | Next earnings | 2026-10-29 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Milpitas, California | | CEO | David V. Goeckeler | | Employees | 11,100 | | Website | https://www.sandisk.com | | Buildout layers | [Memory & Storage](https://supercyclehq.com/category/memory-storage) | ## What the company does Sandisk makes flash memory and storage products. It sells NAND flash and enterprise solid state drives to data centers, device makers, and consumers, earning revenue from memory sales in a market known for sharp cyclical swings. AI is reshaping its demand mix. Training datasets, inference workloads, and AI data lakes all need fast, high capacity storage, and Sandisk serves them with enterprise NVMe SSDs, AI data lake storage, inference storage solutions, and products positioned adjacent to high bandwidth memory. Founded in 1988 and headquartered in Milpitas, California, Sandisk employs about 12,000 people under CEO David Goeckeler and trades on the NASDAQ. ## Role in the AI buildout Sandisk sits in the Memory & Storage layer of the buildout. Every AI model is trained on data that has to live somewhere, and NAND flash increasingly holds it: training corpora, inference caches, and the data lakes behind enterprise AI. AI driven demand for high capacity drives is lifting a business that has always been cyclical, so the question is how much AI attach rates can smooth and extend the cycle. Supercycle scores its AI exposure at 55 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $1.4B | 10.89% | trimmed | 2026-06-30 | | [Stanley Druckenmiller](https://supercyclehq.com/investors/stanley-druckenmiller) | Duquesne Family Office | $79.4M | 1.82% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $720,772 | 0.00% | trimmed | 2026-06-30 | ## Recent news - [Dow Jones Futures: Market Needs Repair But Sandisk, Micron Broken; Apple, Amazon, Microsoft Strong](https://finance.yahoo.com/m/283e1bd9-349e-390b-a32b-b4ed9a9034f3/dow-jones-futures%3A-market.html?.tsrc=rss) (source, 2026-11-06) - [The Chip Stock Bloodbath Is a Case Study in the Risks of Leveraged ETFs](https://finance.yahoo.com/m/e1cc3675-f7f1-37df-be78-62a32fbe2487/the-chip-stock-bloodbath-is-a.html?.tsrc=rss) (source, 2026-11-06) - [Sandisk Stock Has Lost About 64% Since June. Here's the Price at Which I'd Buy It.](https://www.fool.com/investing/2026/11/06/sandisk-stock-has-lost-about-64-since-june-here-s-the-price-at-which-i-d-buy-it/?.tsrc=rss) (source, 2026-11-06) - [Sandisk Stock is Falling Sharply. Here's the Price at Which I'd Buy.](https://www.fool.com/investing/2026/11/06/sandisk-stock-is-falling-sharply-heres-the-price-a/?.tsrc=rss) (source, 2026-11-06) - [SanDisk Stocks Rebound 5.82% After 22% Crash as 8-for-1 Split Nears](https://finance.yahoo.com/markets/stocks/articles/sandisk-stocks-rebound-5-82-190538374.html?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Sandisk do? Sandisk makes NAND flash memory and enterprise solid state drives, selling storage to data centers, device makers, and consumers in a cyclical memory market. ### How is Sandisk exposed to AI? AI training data, inference workloads, and data lakes drive demand for its high capacity enterprise drives. Exposure depends on AI storage attach rates lifting the memory cycle. Supercycle scores it 55 out of 100. ### What are Sandisk's main AI products? AI data lake storage, enterprise NVMe SSDs, inference storage solutions, and storage products positioned adjacent to high bandwidth memory in AI systems. ### Who leads Sandisk and where is it based? CEO David Goeckeler leads Sandisk from Milpitas, California. Founded in 1988, the company employs about 12,000 people and trades on the NASDAQ. ### What sector and categories is SNDK in? Sandisk is a Technology sector company. On Supercycle it is categorized under Memory & Storage within the AI buildout map. --- Source: https://supercyclehq.com/stock/sandisk. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.