The market is repricing the AI stack, moving from a blanket bid on all things "AI" to a discriminating focus on profitability and reasonable valuations.
The Strategy is shifting from "Hardware Heavy" to "Balanced," favoring companies with proven software monetization channels.
Citi Sets SNDK Target at $2,000! When Does This Bull Run Peak?
Citi raising its price target to over $2,000 — a 44% premium to the current price near $1,393 — as the company's CEO declared AI is permanently transforming the memory industry, with markets set to remain in persistent undersupply. Muted gains followed yesterday's 3.77% rally, which absorbed most institutional expectations, leaving investors cautious on consecutive sessions. Supply-side risks are also mounting, as a Samsung workers' strike could further tighten HBM and NAND supply. With a $2,000 target implying 44% upside, do you think SNDK can get there?
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