SNDK

Requested read · Wednesday 19 August 2026, 15:53 · same framework and thresholds as the weekly CFO screen

Market regime: SPY above its rising 200DMA; efficiency ratio 0.09 — overlapping, stand aside. Stage: Mature Trend.
SNDK
Sandisk Corporation
Stand aside — 50DMA is not rising. (+1 more)
Late Extension XLK sector confirmed 1 insider(s) buy date unknown
52
conviction / 100
+2.0 since 18 Aug
62.5
technical / 100
$0–$0
No trade / watch only · Hard gate breached.
Regime clarity10.0
Sponsorship / positioning7.0
Volatility behaviour13.0
Catalyst alignment (insider)2.0
Cross-asset confirmation20.0
Stand aside — hard gate breached
  • 50DMA is not rising.
  • Overlapping range behaviour — efficiency ratio 0.01 vs the 0.15 threshold (violent whipsaw, not a quiet range — the last pullback was 56% deep. Huge travel, no net progress).
Last
1,580.91
Add above
1,696.37
Cut below
1,015.89
50DMA
1,656.28
200DMA
925.32
SNDK daily chart: price with 50 and 200 day moving averages, volume, and on-balance volume
SNDK — daily, 14 months
XLK sector ETF daily chart
XLK — sector ETF, daily, 14 months
Pillar detail, thesis support and invalidation
Regime clarity
  • price above 200DMA
  • 200DMA rising
  • 50DMA flat/falling
  • no HH/HL structure
  • efficiency ratio 0.01 (overlapping)
Sponsorship / positioning
  • OBV 50d slope -0.168 avg-daily-volumes/bar
  • price/volume history is NOT one continuous security — a single 29% session gap. A conversion, large secondary or stock merger changes the share count, so the 200DMA averages two capital structures and OBV sums two different securities. Read this pillar with suspicion.
  • no OBV divergence at highs
  • OBV fell through last pullback
Volatility behaviour
  • last pullback 56.5% deep
  • no wide downside expansion bars (30d)
  • ATR contracting vs 20d mean
Catalyst alignment (insider)
  • single insider — no cluster
  • net purchase ratio unavailable
  • NO CFO purchase in the window — the CFO-specific terms score zero
  • no CFO buy to date — recency not scored
Cross-asset confirmation
  • closest sector ETF: XLK
  • XLK above rising 200DMA (sector-led)
  • XLK vs SPY 6m: +18.2 pts
  • stock vs XLK RS (3m/6m avg): +70.1 pts
What strengthens the thesis
  • A confirmed higher high above 1696.37 on expanding OBV.
  • Pullbacks that hold the rising 50DMA with flat-to-rising OBV.
  • XLK extending its own trend while the stock holds relative strength.
  • The 50DMA turning up would restore regime clarity.
What invalidates the thesis
  • Loss of the rising 50DMA (1656.28) with expanding volatility — reduce.
  • Breakdown below the prior structural base (1015.89) — exit, no averaging down.
  • OBV divergence during a price acceleration — reduce.
  • Sector ETF losing its own 200DMA — remove capital regardless of stock behaviour.
Insider detail
  • CFO: —
  • 0 CFO purchase(s), — total; last filed
  • Market cap $231,475,281,920 · 20d avg dollar volume $23,559,743,810
Net insider activity
NOT CHECKED
  • The insider-activity lookup failed for this name, so the net-seller test could not run. Absence of a warning here is not a clean bill of health — re-run before sizing anything.
Reaction to news
6 material events; 2 taken well, 1 badly; last earnings 05 Aug: punished (-5.4%).
SessionFilingEventGapDayvs SPYVol+5dRead
17 Aug 2610-KAnnual report+3.6%+8.9%+9.4%1.1xRewarded
05 Aug 268-K · earningsResults of operations (earnings); Other material event-2.0%-5.4%-5.2%1.0x-0.5%Punished
15 May 268-KOther material event-4.5%+1.8%+3.0%0.9x+5.0%Neutral
01 May 2610-QQuarterly report-3.4%+8.3%+8.0%1.5x+31.6%Rewarded
30 Apr 268-K · earningsResults of operations (earnings); Other material event+4.5%+3.0%+2.0%1.0x+22.2%Neutral
25 Mar 268-KMaterial agreement; Other material event-7.3%-3.5%-4.1%1.1x+2.2%Neutral