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SanDisk (SNDK) Surges 3,960%: AI Memory Goldmine or Dot-Com Bubble 2.0?

Key HighlightsSanDisk (SNDK) is up 3,960% between May 2025 and May 2026, surpassing Qualcomm's 1999 dot-com peak of 2,620% by 1,300 basis points.The stock closed near US$1,562 on 10 May 2026 with a market cap of approximately US$231.32 billion.AI memoryDemandfrom Microsoft, Alphabet, Meta and …

Nitish Kishor | 11 May 2026

US Sector Performance Analysis: Tech Creates a Liquidity Vacuum

The USEquitymarket session on May 8, 2026, was defined by hyper-concentration. Institutional capital bypassed the broader market entirely, forcefully allocating into the secular growth and fortress balance sheets of the mega-cap tech complex. When a single sector posts a +3.44% gain while six major …

Robert Luong | 10 May 2026

US Sector Momentum Analysis: Tech's Bearish Divergence and the Stealth Cyclical Breakout

The empirical momentum data from the May 8, 2026, session presents one of the most critical quantitative divergences seen in recent weeks. While the headline price tape was dominated by a hyper-concentrated mega-cap tech rally, the Relative Rotation Graph (RRG) tells a starkly different …

Robert Luong | 10 May 2026