SNDU is trading at $15.30, up +3.73% after analysts reassessed SanDisk’s earnings-related selloff.

  • SanDisk beat fiscal Q4 expectations with $8.97 billion in revenue and $39.25 adjusted EPS; dip buyers and analysts focused on strong AI-driven data-center demand.
  • SNDU’s concentrated 2X long SanDisk exposure amplifies the recovery. Nearly flat broader markets suggest a sector-specific move, while elevated oil prices, Treasury yields and CPI uncertainty remain risks.