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Sandisk Corporation (SNDK): A Bull Case Theory 

We came across a bullish thesis on Sandisk Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on SNDK. Sandisk Corporation's share was trading at $576.25 as of January 30th. SNDK’s forward P/E was 44.44 according to Yahoo Finance.

Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States SNDK is positioned at the center of a critical and underappreciated bottleneck in AI infrastructure as hyperscalers race to deploy massive GPU clusters that cannot...