非一般股民
01-31
sandisk
Citi Lifts SanDisk to $750: Is the AI Trade Crowded?
AI-driven compute demand continues to propel the storage cycle, with SanDisk emerging as a key pure-play gauge for NAND and SSD momentum after its spinoff. On Monday, Citigroup raised SanDisk’s target price from $490 to $750, citing margin resilience and a 64% QoQ surge in data-center revenue as hyperscaler demand accelerates. Shares jumped 15.4%, lifting peers Micron Technology (+5.5%) and Western Digital (+6.1%). With targets racing higher, is AI storage still under-owned—or nearing peak expectations? Would you chase or take profits now?
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