Episode Details

Sandisk is on an explosive run, soaring 764% this year as Bernstein raves about its future, bumping its price target to $3,000 a share. The secret? New long-term memory chip deals locking in prices, securing upfront cash, and stretching for 3-5 years—shielding Sandisk from market volatility. Fueling the boom? AI demand creating a memory chip shortage, with Sandisk perfectly positioned to profit. Bernstein forecasts $200/share by 2030 (vs. $81 without these deals), and nearly all analysts are bullish—this momentum is real.

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