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SNDK — Ruslan Averin's Analysis · 2 entries

  1. A Memory Stock Is Up More Than 2,800% in 15 Months — What SanDisk Is Actually Telling Us
    ·6 min read

    A Memory Stock Is Up More Than 2,800% in 15 Months — What SanDisk Is Actually Telling Us

    Ruslan Averin on August 4: SanDisk went from a $48 spinoff to roughly $1,400 in 15 months on a NAND shortage. The cycle is real — and cycles end.

  2. SanDisk — The NAND Pure-Play Riding the AI Memory Squeeze
    ·6 min read

    SanDisk — The NAND Pure-Play Riding the AI Memory Squeeze

    Ruslan Averin on SanDisk (SNDK): the pure NAND play surged ~14% after Morgan Stanley called for memory prices to rise 25% into Q3 on a data-center shortage.