Bernstein just released what I think is one of the most important research notes on the memory industry this year. $纳指100ETF(QQQ)$ $闪迪(SNDK)$ Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp
SanDisk Surges 10.89% on $2,500 Target — Can It Get There?
SanDisk soared 10.89% today, leading storage sector gains, with Western Digital and peers rallying in tandem. Catalysts include rising NAND/DRAM price expectations and Citi's prior $2,500 price target, fueling bets that an AI-driven storage super-cycle is expanding from DRAM into NAND. Supply tightness continues to extend the pricing chain — but with the stock's sharp near-term run-up, can the super-cycle narrative translate into hard earnings numbers? Will you chase this storage rally, or wait for a pullback?
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