Sandisk Could Win the AI Storage Race Despite Alphabet Buzz
TL;DR
TurboQuant reduces KV-cache needs by at least 6x for AI inference but does not ease persistent SSD storage demand, leaving Sandisk’s NAND thesis intact. The stock pullback appears headline-driven with unchanged revenue/EPS outlooks for the next four years. Sandisk’s AI storage story is still in early stages (datacenter revenue ~15% of sales, with strong recent growth), so near-term volatility is likely, but the author expects SNDK to retest highs in H2 as capital rotates from DRAM names.
- Alphabet Just Crashed The Memory Trade: Sandisk Looks Like The Winner (Upgrade) (SNDK) Seeking Alpha
- Why Shares of Sandisk Fell This Week Yahoo Finance
- Why SanDisk Stock (SNDK) Is Falling Today and What Bank of America Sees Ahead tipranks.com
- SNDK, WDC and STX Forecasts – Computer Companies Fall with Everything Else FXEmpire
- Is It Too Late To Consider Sandisk (SNDK) After Its Sharp Year To Date Surge? simplywall.st
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