Postaus

SanDisk’s rally isn’t just about momentum—it’s a valuation reset. 🚀 Investor Day highlighted three major catalysts: •AI inference is creating structural NAND demand •$93.9B in long-term contracts improves revenue visibility •Higher-margin targets are forcing the market to rethink valuation The bigger story is the shift from a cyclical storage play to an AI infrastructure thesis That’s why capital is repricing $SNDK so aggressively. #BTCVolumeDriesUp #SPCXOwnershipRevealed #AIInfraEarningsWatch