Скачать или смотреть SNDK Stock & news Analysis: Market Is Ignoring This Opportunity of Sandisk

SanDisk (SNDK) is no longer just a hardware company — it has quietly become the pure-play utility powering the entire AI revolution. With a 1,500% return since its spinoff and a structural shortage still tightening, the biggest move may still be ahead.

✅ What We Cover in This Video

• Why AI's explosive growth is creating a massive flash memory shortage
• The Great Memory Crunch of 2026 — and why SanDisk is the biggest beneficiary
• SanDisk's Kioxia joint venture and what it means for the next decade
• Q2 blowout earnings breakdown — revenue, EPS, and net income
• Q3 forward guidance and why management is forecasting software-like margins
• The valuation disconnect — why Wall Street is still mispricing this stock
2028 price target forecast and the 4x return thesis
• Full risk matrix with mitigation strategies
• Exact entry zones, price targets, and stop-loss levels for swing and long-term traders

📊 Key Numbers to Know
• Current Price: $626.56 | All-Time High: $725
• YTD Return (2026): +166% | Return Since Spinoff: +1,500%
• Q2 Revenue: $3.03B (+61% YoY) | EPS Beat: $6.20 vs $3.62 est.
• Net Income Growth: +672% YoY | Q3 EPS Guidance: $12–$14
• AI DCF Intrinsic Value: $2,006 | 2028 Price Target: $2,375
• Forward P/E: 15x on 1,200% earnings growth | Institutional Ownership: 92%

🔥 5 Critical Factors Driving This Trade
• The Great Memory Crunch — Samsung and Micron pivoting to HBM4 has created a structural NAND shortage that could last through 2027
• Edge AI Demand Explosion — 912 million AI-capable smartphones expected by 2028, each requiring dramatically more on-device flash storage
• Kioxia JV Through 2034 — Guaranteed priority manufacturing access while global supply remains constrained for the next decade
• Extreme Pricing Power — Customers panic-buying 2-year forward contracts gives SanDisk the ability to name its price in a sold-out market
• Valuation Disconnect — Wall Street still pricing SNDK like a commodity business while AI growth models imply over $2,000 per share intrinsic value

👇 SUBSCRIBE TO STOCKS WITH DAVID NOW 👇
   / @stockswithdavid  

📈 MY MISSION IS EARN TOGETHER STOCKS WITH DAVID
Welcome to Stocks with David! My channel is dedicated to helping you navigate the US Stock Market and the NASDAQ.
Whether you are looking for daily market updates, deep dives into tech stocks or long-term investing strategies, this channel provides the data and analysis you need. I break down complex financial charts and news into simple, actionable insights to help you build wealth and manage your portfolio.
⚠️ DISCLAIMER: NOT FINANCIAL ADVICE
The content provided on the Stocks with David YouTube channel and in this video is for and educational purposes only. I am not a professional financial advisor.
#stockmarket #sandisk #ShortSqueeze #sndk #ChineseEVStocks