#SanDisk

2 posts

SanDisk +3,685% in 1 Year, Has the NAND Cycle Ended?

2026-05-09·

#SanDisk #SNDK #NAND #US Stocks #Stock Analysis #AI Infrastructure #Memory #Earnings Analysis

SanDisk (SNDK) posted +251% YoY revenue ($5.95B), 78.4% Non-GAAP GM, and $42B locked in via NBM multi-year contracts, sending shares +46.8% in 6 sessions post-earnings. We analyze the NBM model and our $1,800 12M PT.

₩1M Became ₩33M, SanDisk's Wild One-Year Run

2026-05-09·

#SanDisk #SNDK #NAND #US Stocks #Beginner Guide #AI Stocks #Memory

₩1M put in last May would now be ₩33M. SanDisk (SNDK), the USB-stick maker, jumped +3,685% one year after its spin-off. AI giants pre-booked $42B of memory for five years and margins hit a record 78%. Here's what's happening, in beginner-friendly terms.