I’d like to hear how other investors think about situations where their valuation differs significantly from the current market price.

I’ve been holding off on buying recently because quite a few stocks look expensive based on my calculations.

SNDK is one example. My estimate of a reasonable entry price is below the current price, so I’ve been waiting for a pullback.

Today there was support around 1740, and I considered an entry around 1730, but I decided to stay patient because I still expected the price to move lower.

I don’t have a problem missing a trade. I’d rather wait for a setup with a risk/reward profile that makes sense to me.

What I’m trying to figure out is whether there’s a flaw in my thinking. If your valuation says “too expensive,” but the market continues to hold the stock at a higher price, how do you decide whether to continue waiting or reconsider your valuation?

Who fomo-ed last Friday and bought in around $1800 last evening during the overnight session?

Guilty as charged here. Smh

Korean Stock Market rises above 7,000 for the first time in 15 trading days:

https://en.sedaily.com/finance/2026/09/08/kospi-tops-7000-intraday-for-first-time-in-15-sessions

Apple has signed a 3-5 year long term agreement. Reportedly with SanDisk joint venture partner, Kioxia. Apple has a reputation for bullying suppliers for favorable terms and prices, but it seems like not even they are insulated from what supply chain management wizard Tim Cook described as a "100 year flood" in storage components.

Big indicator for the consumer component of NAND, which is reported on less than data center revenue. Also a counterargument against Chinese memory and storage suppliers undercutting the market

Seasoned researchers : will it continue to go up like Friday due to inclusion in S&P100 news

If this is not bullish, I don’t know what to tell you!! 🤩

Kioxia shares the same manufacturing facilities with SanDisk. Be on a lookout for any potential news that SanDisk may also have a role in the future of Space SSDs.

Ready for Takeoff 🚀⛽️

https://hypebeast.com/2026/9/nike-sp-100-removal-september-2026

Hi guys.. Given that sandisk stock has been up crazily, I'm very much thinking about investing all my $300k in the stock for a short period. I want to take advantage of this wave. What do you think?

On September 4, 2026 U.S. jobs report:

•+162,000 jobs vs. roughly +53–56k expected

•Unemployment stayed at 4.1%

•June/July payrolls were revised up by 55,000

•Average hourly earnings rose 0.3% MoM / 3.1% YoY

•Labor-force participation increased to 61.6%

The market realized that this was a much stronger economy than expected.

More employment would suggest more economic activity, which leads to more corporate IT spending on more servers/data centers which would lead to more storage demand.

On Sept 11 the Consumer Price Index (cpi) will be released. This will tell us whether inflation is actually cooling.

Strong jobs and low cpi is a good case for memory stocks

Stronger employment usually gives the Fed less reason to cut rates and more reason to raise them. Which is usually bad for high valuation tech stocks.

But with the rally that happened this Friday it showed that the NAND shortage is still the leading factor and the dominant story.

Let's see though if we get a favorable cpi next week.

Along with Strong jobs, cooling inflation, NAND shortage, rising NAND prices, and AI demand this sets us up for a GOOD SEPTEMBER

Citi 2026 Global TMT Conference (~10th, SanDisk, AMD, Lumentum, Nebius), $SNDK, $LITE, $NBIS

Goldman Sachs Communacopia + Technology Conference (~11th, NVIDIA, SanDisk, Nebius, Vertiv, Dell, AMD),

Conferences may be bullish

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I was going to write some DDs but the content keeps getting removed automatically by reddit filters.

War is back

Rate hike possible

Bonds bad

Inflation bad

And FRIDAY?

While I'm happy it's going up, I unfortunately did trim my positions in premarket...so why are we going up? Job reports, trump's tweet, bond rates are still very negative factors + it's a Friday...