المنشور

am the mid-term intelligence guy. $SNDK presents both opportunities and risks on the table. Let's start with the positives. When Nvidia $NVDA released its $108 billion revenue guidance, AI, memory, and storage all soared. SNDK and $MU Micron are beneficiaries of AI infrastructure. Sandisk itself is the preferred choice for AI data center NAND and enterprise-grade SSDs, supported by contracts and buybacks. Kioxia is investing ¥6.3 billion in Japan to build a NAND factory, with Sandisk as a