SanDisk Is Up 2,500% Since February and YouTube's Finance Army Can't Stop Talking About It
From SanDisk's absurd IPO run to Goldman's FICC faceplant, here's what finance YouTube is obsessing over this week
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| SNDK Sandisk Corp | hold | $984.00 | — | — | — |
| WDC WESTERN DIGITAL CORP | buy | $353.50 | — | — | — |
| GS GOLDMAN SACHS GROUP INC | hold | $891.82 | — | — | — |
| SHOP SHOPIFY INC. | buy | $117.57 | — | — | — |
| META Meta Platforms, Inc. | buy | $638.10 | — | — | — |
| AMZN AMAZON COM INC | buy | $239.85 | — | — | — |
| GOOGL Alphabet Inc. | buy | $321.22 | — | — | — |
| ORCL ORACLE CORP | buy | $158.88 | — | — | — |
| NKE NIKE, Inc. | sell | $42.94 | — | — | — |
| LUV SOUTHWEST AIRLINES CO | sell | $39.60 | — | — | — |
| LULU lululemon athletica inc. | hold | $162.49 | — | — | — |
| MSFT MICROSOFT CORP | hold | $386.66 | — | — | — |
Let's start with the elephant in the room wearing a flash drive necklace: $SNDK is up 2,500% since its February spinoff from Western Digital and just got added to the NASDAQ 100, per Bloomberg Podcasts. The stock closed up 8% on the news — which is almost funny when you realize it's already trading at ~$950, nearly $100 above the consensus 12-month price target of $851. Bloomberg noted the upgrade from Croup, but the market is clearly not waiting for analyst permission. Former parent $WDC is quietly up over 100% YTD too, which feels like winning the lottery and watching your neighbor win a bigger one.
Meanwhile, CNBC's Mad Money and Bloomberg Surveillance are largely singing from the same hymnal: markets don't care about the Iran blockade as much as you'd think. Tom Lee on CNBC argued defense spending at $30B/month is actually stimulative, and that the extra oil costs amount to only $50–$100 per family per month — a rounding error, not a recession trigger. Jeremy Siegel called the S&P being within 2% of all-time highs a "market that really wants to go up." Even with oil touching $103/barrel intraday, the bulls are winning the narrative war. The lone holdout? Jeremiah Babe on YouTube, who thinks the overnight market reversal from deep red to green smells like manipulation. He's outnumbered, but not entirely alone.
$GS kicked off bank earnings season by somehow posting its best equity trading quarter in Wall Street history ($5.33B) while also disappointing everyone on FICC — missing by $800M. The stock fell ~4% anyway because Wall Street will absolutely punish you for being historically great in the wrong column. Shopify ($SHOP) got a strong buy shoutout on Mad Money — down 37% from highs, three consecutive quarters of 30%+ revenue growth, and a technical analyst apparently pounding the table. Joseph Carlson on YouTube is riding with $META and $AMZN as his top two for 2026, citing AWS AI revenue at a $15B run rate growing 260x faster than AWS did at the same stage. The SpaceX-xAI merger and a potential $1.75 trillion IPO has Google ($GOOGL) sitting on what could be a $100 billion return on a 2015 bet — which is either genius or a reminder that the best investments look insane at the time.