SanDisk Plunges 13% — Cycle-Peak Panic or a Massive AI Buying Opportunity?

SanDisk just suffered a brutal 13% plunge in a single trading session, sending shockwaves through the tech sector. Just days ago, it was celebrated as the absolute best-performing stock in the S&P 500, trading at an all-time high over $2,200 after a jaw-dropping 800% year-to-date return. So why did the wheels suddenly fall off?In this episode of Implied, we break down the perfect storm behind the crash—from former parent company Western Digital dumping its final block of shares, to growing panic that SanDisk's aggressive manufacturing ramp-up will trigger a massive memory oversupply. Is this the definitive end of the AI storage boom, or just a violent momentum shakeout for a financial powerhouse boasting 60% net profit margins? Tune in to find out whether this drop is a warning sign to flee, or a rare chance to buy the dip.