Innlegg

$SNDK is shifting the traditional NAND cycle with $93.9B in long-term agreements across 6 customers. 📊 AI server demand is turning volatile storage into long-term infrastructure with higher cash flow certainty. Management targets an 80% non-GAAP gross margin by FY2028-FY2030, but these goals are not guaranteed profits yet. Real-world supply, demand, and competition will test this thesis. Market repricing is underway. ⚡