Episode Details
Back to Episodes
Companies To Watch: SanDisk shares soar as AI demand fuels memory supercycle
Published 7 months, 3 weeks ago
Description
SanDisk has been one of the market’s hottest stocks as demand for AI infrastructure and data centre storage surges.
Dan Koh and Ryan Huang break down its blowout earnings, bullish outlook, and why memory pricing power is driving the rally.
See omnystudio.com/listener for privacy information.