SanDisk +3,685% in 1 Year, Has the NAND Cycle Ended?
SanDisk posted revenue up 251% with 78.4% gross margin and $42B locked into multi-year contracts. The NBM model, and how we reach an $1,800 target.
#Memory
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₩1M Became ₩33M, SanDisk's Wild One-Year Run
₩1M invested last May would be ₩33M now. The USB-stick maker rose 3,685% after its spin-off as AI giants pre-booked $42B of memory. What happened.