https://aeacapitalresearch.com/positions/SNDK.html Everything published on AEA Capital Research about SNDK: the standing position thesis, its earnings report and competitor comparison where those exist, plus any News, Letters, or Opinion piece that mentions it by name (a real text match, not hand-curated). en-us https://aeacapitalresearch.com/positions/SNDK.html https://aeacapitalresearch.com/positions/SNDK.html Position detail: Sandisk Corp (SNDK) — valuation, thesis, and bull/base/bear case. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/earnings/SNDK-2026-q3.html https://aeacapitalresearch.com/earnings/SNDK-2026-q3.html Earnings update on Sandisk Corp (SNDK): Fiscal Q3 2026 Earnings Update. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/comparisons/memory-storage-sndk-mu-wdc.html https://aeacapitalresearch.com/comparisons/memory-storage-sndk-mu-wdc.html Two memory-cycle bets I hold, benchmarked against the storage-industry peer I don't — NAND flash, DRAM, and hard-disk exposure to the same AI-storage demand story. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/news/2026-07-09-micron-250b-investment.html https://aeacapitalresearch.com/news/2026-07-09-micron-250b-investment.html Micron announced plans to invest more than $250 billion in U.S. memory manufacturing through 2035. MU rose 4.5%, SNDK popped 7.6% on the same day. Thu, 09 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/earnings.html https://aeacapitalresearch.com/earnings.html The Earnings Analysis section is complete — every operating company in the book now has a full institutional-format report using its most recently reported quarter, from SNDK and META down to NFLX. Thu, 09 Jul 2026 00:00:00 GMT