SNDK

"But you can see SanDisk also down today, 4.6% or so, but a lot of the other names out there are catching a bit right now."

"SanDisk up 710"

"That exact tactical execution on SanDisk is generating an annualized ROI of over 107%."

"Look at a stock like SanDisk. When we ran it through the bouncer, it failed the test to be a fortress or long-term hold, so it gets thrown into the tactical bucket, which means it's the type of stock you date, you don't marry."

"Let me show you exactly what I mean. Here's a chart on SanDisk, ticker SNDK, one of those memory names."

"I'm going to run Sandis through our stock analyzer so you can not only see what potential forward returns look like from today's price, but more importantly, we can understand that having a strong fundamental process is absolutely essential for successful investing. So, I'm going to pull up SanDisk here. SanDisk Corp., wow, look at this. Down 7 and a half% today, but year-to- date up 420% even after the fall today."

"They bought [157s] SanDisk in Q1, okay? In Q1 they they [161s] didn't buy SanDisk today or 2 days ago, [163s] but in Q1 they did open a position in a [166s] SanDisk."

"SanDisk is the new [229s] position here at 3%."

"Today it is a $28 billion company. So here's the quiz. >> Who can guess on May 12th, 2025 what the approximate market cap for SanDisk was? Again, this is now about $28 billion."

"SNDK. I think SNDK. Yeah. A 211 billion company."

"This was a $37 stock uh a year ago. currently 1,400 is just unbelievable what is"

"SanDisk from August of 2025 and the most recent 10Q. They successfully separated in February of 2025, reestablishing itself as an independent publicly traded company."

"To me flash drive like a flash drive is I can plug in a Samsung I can plug in a SanDisk I can plug in anyone and it just works with my computer is there some technical reasons why if you go with a SanDisk switching I I understand that they they have these agreements in place which are multi-year supplier agreements fantastic that protects revenue for a bit but is there actually a technical reason why this can't happen um I I don't know and I I don't see anything that that screams from the AI def"

"So, I I would say green. If you were to ask me last year, I would have voted red personally. uh businesses that are hyperyclical don't interest me, but uh yellowish green for now. I I'll go with the crowd here and say green."

"SanDisk has been around for a long time. Phones, PCs, blah blah blah blah blah blah. But then all of a sudden data centers need energy and it's like the they're in the right place at the right time with the right product."

"I think SNDK. Yeah. A 211 billion company."

"I think it's worth just mentioning right now. If you go to fiscal.ai, they've got a 25% off sale happening right now and it ends on Thursday."

"Micron leads at 194.1%, SanDisk is right behind at 162.9%. AMD follows 41.6%. Seagate is at 32.2% and ASML is at 19.7%. Micron and SanDisk are absolutely in a league of their own here, reflecting that sold out status we talked about."

"SanDisk won because they combined massive growth with a nearly flawless balance sheet and elite cash flow margins. Micron was right there with them, leading the charge on pure profitability and offering the best value for profit ratio in the entire group. This doesn't mean ASML or AMD are bad companies."

"Top to bottom it goes, Seagate leads at 50.3%, ASML is next 40.1%, SanDisk follows at 34.4%, Micron comes in at 14% and AMD is last at 13.1%."

"The final verdict, SanDisk takes the win today with a final score of 13 points. This win means SanDisk is currently the most complete package of growth, efficiency, and financial health in the AI infrastructure space."

"From top to bottom, the order is Micron leads at 41.5%, SanDisk is next at 34.2%, ASML follows at 29.7%, Seagate comes in 21.6%, and AMD lands last at 13.4%."

"The order is: SanDisk leads at 5.9%. AMD is next at 6%, ASML follows at 13%, Micron comes in at 14.9%, and Seagate is last at 381.6%. SanDisk, AMD, and ASML all show incredible balance sheet strength while Seagate is carrying a massive weight that keeps them off the podium."

"Next is SanDisk, ticker SNDK, a critical player in the high-performance storage and DRAM solutions needed for rack-scale infrastructure."

"From strongest to weakest, the calculated ratios are: Micron leads at .27, SanDisk .61, ASML follows 1.39, Seagate comes in 2.42, and AMD is last at 3.89."

"The order is SanDisk leads at 33.8%, ASML is next 26.6%, AMD follows at 22.9% and Seagate comes in 21.9% and Micron is last at 17.7%. SanDisk takes the lead in the overall standings with his strong cash flow performance."

"Same disc, oh my gosh, that's a holy smokes, this ain't no dang joke is right. 3,737% the stock is up just over the past year. Like that's ridiculous. Like talk about the greatest stock market ever, right?"

"SanDisk, oh my gosh, think anybody want to buy SanDisk stock a year ago."

"Everybody's talking about AMD, Micron, SanDisk, all these stocks that have run crazy, right?"

"Let's talk about what the next AMD MU type stocks are. Right? And when we're talking about these sorts of stocks, AMD, Sandex, Micron, Intel, right?"