Скачать или смотреть SNDK Stock - Flash Memory : The $100 Billion Secret Nobody's Talking About

SanDisk Corporation (NASDAQ: SNDK) has officially returned as an independent powerhouse, and it is arguably the most critical storage story of the AI era. With Q2 2026 gross margins hitting a staggering 51.1% and data center revenue surging 76% YoY, the "Flash Monopoly" is becoming a financial reality.
Investors Page ➡️ https://investor.sandisk.com/

In this video, I break down why SNDK could continue its parabolic run as it deploys BiCS8 NAND technology, and why its manufacturing partnership with Kioxia makes it the only true "pure play" competitor to legacy giants. We analyze the hard data to see if the $98B valuation is a structural shift or a cyclical peak.

What you’ll learn:
✅ The 2026 Pivot: How SanDisk achieved a 61% revenue growth rate post-Western Digital spin-off.
✅ BiCS8 Technology: Why 8th gen 3D NAND is the secret weapon for AI hyperscalers (Amazon, Microsoft, Google).
✅ The Margin Explosion: Breaking down how gross margins jumped from 29.9% to 51.1% in record time.
✅ Risk Analysis: Navigating the historical cyclicality of the memory market and potential oversupply.
✅ Market Strategy: What 1,500% annual growth means for investors sitting at all-time highs.

#SNDK #SanDisk #AIStocks #Semiconductors #NAND #TechInvesting #GrowthStocks #StockMarket2026 #InvestingStrategy #DataCenter

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⚠️ DISCLAIMER Stock prices and data used were based on market conditions as of early February 2026. This video is for educational and entertainment purposes only and does not constitute financial advice. All information herein is based on historical data, official earnings reports, and market analysis. Investing in semiconductors carries inherent risks due to industry cyclicality. Past performance (+1,500% YTD) is not an indicator of future results. Always conduct your own thorough research.

📊 SOURCES & DATA The analysis in this video is based on the following financial reports and market data:

Fiscal Q2 2026 Results: https://investor.sandisk.com/static-f...
Confirmed revenue of $3.03B, 51.1% gross margin, and $6.20 EPS (Beat vs. consensus). https://investor.sandisk.com/static-f...

Operational Updates: Spin-off data (Feb 2025), Kioxia partnership extension (2034), and BiCS8 architecture rollout.

Market Metrics: SNDK trading at ~$667 with a ~$98B market capitalization as of Feb 2026.

Historical Performance: 1-year return (+1,500%) and YTD (+142%) verified against NASDAQ historical price action.

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