$SanDisk Corp.(SNDK)$ I think

$SanDisk Corp.(SNDK)$ I think the market might be underestimating this story.

The part I keep coming back to is how fast the data center business has changed. In just five quarters, revenue in this segment has grown about 15x as AI inference demand pushes storage requirements higher.

What matters now is visibility. With roughly $94B in contracted revenue, multi-year commitments, and supply already being secured, this is no longer just a short-term AI hype trade.

I don't expect pricing power to stay this strong forever, and near-term margins could cool. But the bigger thesis doesn't disappear. New business agreements, continued data center growth, mid-teens bit growth, and share count reduction can still drive value.

The market doesn't always price these changes immediately. I'm watching the next move closely.

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