May 13, 2026, 2:38 AM ETSandisk Corporation (SNDK) Stock, SNDK:CA StockJames FoordInvesting Group LeaderComment(1)SummarySandisk delivered a blowout Q1, but momentum is slowing and valuation is stretched.Q1 saw datacenter revenue up 233% QoQ, but shipment volumes are weakening, and the consumer segment declined.Management downplayed forward pricing and margin guidance, signaling caution amid late-cycle dynamics.I now rate SNDK a Sell, as much of the optimism is priced in and technicals flash warning signs.This idea was discussed in more depth with members of my private investing community, The Pragmatic Investor.