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SanDisk

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 30, 2026 by John Coogan · said 4 times in 4 episodes since 2025 · across every show →

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brought up most by John Coogan (2)

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2026 2 mentions in 2 episodes 1 per episode
2025 2 mentions in 2 episodes 1 per episode

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Everything said about SanDisk, oldest first

Jul 30, 2026 neutral
Assertion Supported
Coogan: Situational Awareness held concentrated longs in Nebius, Micron, CoreWeave, shorted Adobe
“The fund had built concentrated positions In AI infrastructure companies, including Nebius, SanDisk, Micron, and CoreWeave, while also betting against software companies such as Adobe.”
John Coogan Jul 30, 2026 ▶ 1:30 The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
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