Jim Cramer highlighted SanDisk and Western Digital as risky stocks despite their strong year-to-date gains, warning that a slowdown in data center expansion could sharply reduce their profits. Both companies depend heavily on hyperscalers' spending on AI infrastructure, and their revenues are sensitive to fluctuating storage prices. SanDisk's large prepayment contracts provide some revenue protection, but both firms face significant downside if spending cuts or price drops occur. Investors should watch hyperscaler spending and storage price trends closely to gauge risk.
Western Digital holds a market cap of $131.84 billion and a dividend yield of 0.17% as of Oct 20, 2026, 18:41 WIB, while SanDisk's market cap stands at $198.16 billion. On Pluang, SanDisk's price is down 2.85% and Western Digital's price fell 2.70% on the same day, reflecting notable selling pressure with 29% of orders to sell SanDisk and 45% to sell Western Digital. Typical hold times differ, with SanDisk held for about 12 days and Western Digital for 39 days, indicating varying investor strategies on the platform.
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