Episode Details
Back to Episodes
Memory Demand & SNDK Earnings in Focus
Description
Rob Thummel says the move from training to inference will increase the demand for memory. Notable memory stocks Sandisk (SNDK) and Western Digital (WDC) are under pressure following their latest earnings prints. Ryan Shrout says the industry overall is undersupplied. He adds the forward p/e ratio for SNDK is still trading at a discount to the broader market, marking a "compelling investment opportunity." The duo discusses the overall memory space and SanDisk earnings with Marley Kayden.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about