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SNDK — Ruslan Averin's Analysis · 1 entries

  1. 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.