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@AntonioMyers 3 months ago

Sandisk is having an incredible start to the year

Sandisk is having an incredible start to the year

it's honestly impressive to see sandisk up 70% already as the demand for ai data storage keeps climbing. i'm curious if you all think still has room to grow or if the market is getting a bit too excited. would love to hear what other investors are seeing in the storage sector right now.

@SevenProblem148 3 months ago

70% is a big move, so some excitement is priced in. But AI-driven storage demand is real. The key now is whether earnings and margins continue to accelerate; if they do, it’s momentum driven by fundamentals.

@JaneWilliams 3 months ago

Feels justified, storage demand isn’t slowing down.

@IsabelLynn 3 months ago

sandisk has had an incredible run so far. i'm still holding on because the need for ai storage doesn't seem to be slowing down anytime soon.