SanDisk Before Earnings: NAND Demand, Margins, and IV

SanDisk sits in the middle of the AI memory trade, but the stock still depends on the NAND cycle. This pre-earnings note reviews revenue growth, margins, and what options are pricing in.

SanDisk Corp (SNDK) Pre-earnings Analysis Before diving into SanDisk specifically, it's important to understand the memory industry because it's become one of the biggest beneficiaries of the AI boom. When people think about artificial intelligence, they usually think about Nvidia's GPUs. While those chips do the computing, they aren't the only critical piece of AI infrastructure.

Loading the full article…