Statement from Busch family: “The medical evaluation provided to the Busch Family concluded that severe pneumonia progressed into sepsis, resulting in rapid & overwhelming associated complications. The Family asks for continued understanding & privacy during this difficult time."
$MU Jensen and Michael both say memory is the biggest bottleneck and future demand will be even more with millions of AI agents, each with their own computer. They’re convinced memory isn’t cyclical anymore, and the investing community will find out soon.
This is absolutely insane.
SanDisk has gone from $30 to $1,400+ in 14 months.
That’s a 4,600% return, and the #1 stock in the S&P 500 for two years running.
Most people missed it.
Here’s why it happened:
Western Digital spun off SanDisk in February 2025 as a separate pure-play NAND flash company.
Then AI hit the storage market.
Hyperscalers started signing multi-year supply agreements at $42 billion in committed revenue.
NAND prices are up 70-75% on AI data center demand.
Gross margins went from 51% to 78%.
Revenue grew 251% YoY in the latest quarter.
The market finally realized AI doesn’t just need GPUs.
It needs storage, memory, power, cooling.
The lesson here is simple:
The biggest gains never come from chasing the obvious names.
They come from finding the pure-play that nobody is paying attention to before the market connects the dots.
If I find the next one, it will be posted on @InTheAssembly
Follow them right now or you will regret it later.
@DeanJC420 Starting today and we have 52 weeks? If that’s what you mean, $3000 is almost a lock. It is still undervalued and that is why there will not be a significant pull back and it will just be a straight green bar up the entire way. This is one of the greatest stocks in history.
$SNDK Based on Q1 and Q2 fiscal 2026 reports and early 2026 analyst forecasts, SanDisk Corp is experiencing a massive, AI-driven, structural supercycle, with analysts projecting explosive growth through 2027.
Next Earnings Date05 May 2026
Here are the key earnings predictions and highlights as of mid-March 2026:
2026 Earnings and Revenue Forecasts
Q3 2026 Guidance: Revenue is expected in the range of $4.4 billion to $4.8 billion, with Non-GAAP EPS projected between $12.00 and $14.00.
Full Year 2026 Consensus: Analysts estimate full-year revenue of $10.55 billion to $15.52 billion.
Full Year 2026 EPS: Consensus estimates suggest a dramatic increase to roughly $39.93 per share, with some high estimates reaching up to $44.06.
2027 Outlook: Growth is expected to continue, with revenue potentially reaching over $26 billion and EPS surging to an estimated $86.02 per share.