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  • $SNDK
    Sandisk
    6M+85.8%
    Deep DiveFree with email

    Sandisk: AI turned a memory maker into a margin machine. Can it last?

    Sandisk grew revenue 372% year over year to $8.97B with an 84.6% gross margin, driven by AI datacenter storage. Ahead of its October 29 report, the question is no longer demand — it is how long pricing can stay this high.

    5 minHigh riskConviction 6/10