SANDISK CORPORATION
Commented by André Will-Laudien on July 30th, 2026 | 10:10 CEST
A Chip Crash Was Inevitable, a Gold Revival Is on the Horizon! AMD, Infineon, and SanDisk Are in a Sell-Off; Lahontan Gold Is on the Rise
What a bombshell in the tech sector! The abrupt plunge in semiconductor stocks has unexpectedly shaken up the industry and forced the NASDAQ into a correction. After a rally lasting several months, valuations were starting to look ambitious, while signs of an economic slowdown were emerging. A reassessment of fundamentals appears to be underway, as in an environment of persistent inflation and high volatility, investors' desire for stability and preservation of value is once again coming to the forefront. Gold has historically served this role many times as a classic "safe haven", safeguarding real purchasing power through crises. The tactical strategy is to realize some or all of the gains from overheated, cyclical technology and semiconductor stocks and reallocate them to precious metals and related instruments. While chip and memory stocks react strongly to market sentiment, an exposure to the gold sector provides a stable anchor with long-term opportunities. Now is a good time to act!
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Commented by Tarik Dede on July 23rd, 2026 | 07:25 CEST
Drones, Energy Storage and Power: Opportunities in SanDisk, Volatus Aerospace and 2G Energy
Markets remain extremely volatile. Two developments are currently dominating investor sentiment. The first is the sharp volatility in AI-related stocks, illustrated by South Korea's KOSPI index, which has recently been swinging by 5% to 8% on an almost daily basis. The second is the conflict in the Persian Gulf, with oil prices continuing to drive both bond and equity markets. The Strait of Hormuz remains closed, while access to the Red Sea has become increasingly difficult. These disruptions are influencing prices across asset classes, from crude oil to government bonds. In periods like these, investors should keep a cool head and focus on the themes we have highlighted for months. For the administration in Washington, few priorities are more important than supporting the US stock market. At the same time, it is keen to keep US Treasury yields under control, as higher borrowing costs would make refinancing the country's enormous national debt, now approaching USD 40 trillion, significantly more difficult. Against this backdrop, investors should continue to weigh both the risks and the opportunities in the market. Today, we take a closer look at SanDisk, Volatus Aerospace and 2G Energy.
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Commented by Tarik Dede on June 5th, 2026 | 07:10 CEST
Three Tech Stocks for Your Portfolio: SanDisk, HPQ Silicon, and Nokia Oyj
The tech sector is booming like never before thanks to the expansion of AI data centers. The situation on the stock markets is often compared to the dot-com bubble around the turn of the millennium. However, analysts see the possibility that this trend could continue for a few more years. And now even Google's parent company, Alphabet, is tapping the capital markets to raise more than USD 80 billion. So the boom is unbroken, and the AI hyperscalers are ready to invest heavily. The superstar of the past 18 months is SanDisk, which we are taking a closer look at today, along with the Finnish tech veteran Nokia. It is also worth taking a look at the Canadian company HPQ Silicon, which plans to commercialize three groundbreaking technologies over the next two years.
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Commented by Fabian Lorenz on May 29th, 2026 | 09:40 CEST
A 4,000% gain is not enough? SanDisk, BioNTech, and Standard Uranium
60% in one month, 600% in six months, and 4,000% in one year. Yet there is still no sign of a major correction in SanDisk's stock. Even now, analysts are still raising their price targets significantly and joining the bulls' camp. In contrast, the uranium sector is currently on the sidelines. This offers a chance for contrarian investors. After all, it can really only be a matter of time before the industry is rediscovered as an AI winner. One exciting stock is Standard Uranium. The CEO recently made a strong impression at an investor conference. And what about BioNTech? Investors are disappointed, but analysts are positive. Can the biotech company provide new momentum starting today with new data from its oncology pipeline?
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