Sandisk's Tariff-Fueled Surge: A Potential Keeper
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Show Notes
Sandisks Tariff-Driven Surge: A 1200% Rise in a Year - Sandisk, post-spinoff from Western Digital, has seen a remarkable 1200% increase in stock value over the past year, driven by AIs demand for fast storage. With a 61% revenue jump and 163% net income growth in the latest quarter, Sandisk forecasts revenue to reach $4.8 billion in the current quarter. Trading at under 13 times expected future earnings, Sandisk is seen as a potential keeper in the tariff-fueled market shift.
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