Why Did Sandisk Stock Pop Today?

Sandisk stock rebounded 4.3% after a 7.3% decline caused by investor concerns over Samsung's plans to increase DRAM production. The author argues the selloff was an overreaction since Sandisk makes NAND memory, not DRAM, and these products serve different functions. However, the author cautions that Sandisk's 3,300% gain over the past year reflects an unsustainable memory deficit, and investors should consider selling before the company's exceptional profit margins normalize.