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Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon
We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through 2034, Sandisk has capitalized on the memory shortage driven by AI data center demand. <br>Sandisk reported a significant revenue beat of over $3 billion and issued a staggering guidance of $4.4 to $4.8 billion for the upcoming quarter—a 170% year-over-year increase. This growth is fueled by powerful operating leverage, with adjusted EPS projected at $13 as rising…
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