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The article points to a near-term demand slowdown and rising competition, implying lower near-term upside and potential multiple compression; historical memory-chip cycles often bring volatile price moves and sentiment-driven declines until a demand revival is evident.
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SanDisk's stock fell as momentum in the AI memory-chip cycle cooled, fueling bearish sentiment and competitive concerns. Despite prior gains and bullish long-term earnings upgrades from analysts, the price action suggests investors are discounting near-term demand softness while awaiting any revival in AI memory demand.
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