nandcycle

#SanDiskExtendsGainsTo11%
SanDisk (SNDK) Extends Gains to +11%
AI memory demand is still printing money.
SanDisk stock is extending its rally, now up around 11% as investors dig into the fresh long-term targets from its Investor Day.
Key points that are driving the move:
Mid-to-high teens revenue growth expected through FY2028–2030
Gross margins targeted around 80%
Commitment to return 100% of excess cash to shareholders
Strong positioning in the AI data center storage boom
Memory stocks are back in the spotlight as AI infrastructure spending remains aggressive. SanDisk continues to ride the same wave that has already delivered massive gains this year.
Is the AI storage cycle still early… or are we getting late?
Drop your thoughts below.
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