$SanDisk Corp.(SNDK)$ Up 575%

Like
Comment
Favorite

$SanDisk Corp.(SNDK)$ Up 575% YTD and analysts are still raising targets. Mizuho just went to $2,050, Rosenblatt to $2,400, Arete at $3,000. The thesis isn't about NAND cycles anymore — it's about agentic AI needing massive fast storage. Data center bits went from 12% to 38% of the portfolio. This re-rating is structural, not cyclical. Still cheap at 8x forward earnings.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":617629831672056,"tweetId":"617629831672056","gmtCreate":1791791973000,"gmtModify":1791803729202,"author":{"id":9000000000000204,"idStr":"9000000000000204","authorId":9000000000000204,"authorIdStr":"9000000000000204","name":"skippix","avatar":"https://static.tigerbbs.com/765c9daae36bd47c3c2192e4245c8d47","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":83,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Up 575% YTD and analysts are still raising targets. Mizuho just went to $2,050, Rosenblatt to $2,400, Arete at $3,000. The thesis isn't about NAND cycles anymore — it's about agentic AI needing massive fast storage. Data center bits went from 12% to 38% of the portfolio. This re-rating is structural, not cyclical. Still cheap at 8x forward earnings.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Up 575% YTD and analysts are still raising targets. Mizuho just went to $2,050, Rosenblatt to $2,400, Arete at $3,000. The thesis isn't about NAND cycles anymore — it's about agentic AI needing massive fast storage. Data center bits went from 12% to 38% of the portfolio. This re-rating is structural, not cyclical. Still cheap at 8x forward earnings.</p></body></html>","text":"$SanDisk Corp.(SNDK)$ Up 575% YTD and analysts are still raising targets. Mizuho just went to $2,050, Rosenblatt to $2,400, Arete at $3,000. The thesis isn't about NAND cycles anymore — it's about agentic AI needing massive fast storage. Data center bits went from 12% to 38% of the portfolio. This re-rating is structural, not cyclical. Still cheap at 8x forward earnings.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/617629831672056","repostId":0,"isVote":1,"tweetType":1,"viewCount":728,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SNDK"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":313,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}