SanDisk: The Re-Rating Has Just Begun (NASDAQ:SNDK)
· seekingalpha.com
SanDisk (SNDK) outlook: $93.9B NBM backlog, Q4 revenue +372% YoY, 80% gross margin targets, undervalued at 7.6x earnings—read now.
I believe SanDisk ( SNDK ) has reached the point where calling it a cyclical NAND company increasingly misses the bigger picture. AI is transforming storage int...