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SanDisk Surges 35% in a Week — Is Capacity Locked Through 2028?

Memory's best week of the year. SanDisk +35% on closing prices ($1,212.21 → $1,641.11), Micron +2.30% for a fourth straight gain, Western Digital +4.41%, SK Hynix +0.40%. Beyond the Investor Day roadmap: eight signed customer agreements covering ~half of FY27 capacity and two-thirds of FY28, plus HBF samples for AI inference customers next year — the basis for that 80% gross margin target. Bears point to yen appreciation eroding it, given Japanese production, and Druckenmiller exited Micron in Q2. SanDisk, Micron, SK Hynix, or Western Digital?

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keke006
08-16 09:32
keke006
I've used it a bit and the cashback came in slightly better than advertised. Fee policy stays this generous long term?

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