Episode Details

SanDisk’s stock is down 45% from its peak, but CEO confidence is soaring—AI data centers are fueling a massive surge in demand for flash memory, turning SanDisk into a critical infrastructure player. The company’s pivot to long-term supply deals with price protections signals stability amid volatility. Analysts are bullish with “buy” ratings and high upside targets, but investors must watch for risks: if AI inference demand falters or supply catches up too fast, the rally could stall.

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