There's 7 companies under $30 exactly like SNDK
1 year ago, $SanDisk Corp.(SNDK)$ was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but $Alphabet(GOOG)$ $Amazon.com(AMZN)$ needs their chips.
Right now, there's 7 companies under $30 exactly like SNDK:
1. $POET Technologies Inc(POET)$
— $11.19 🎯 PT: $80
Optical interconnects that replace copper inside AI data centers.
Customers: Lite-On, $Semtech(SMTC)$ , NTT now targeting Marvell's ecosystem
Catalyst: Malaysia plant ramping 30,000+ Infinity optical engines in 2026
— $12.82 🎯 PT: $15
5G + optical networking backbone for every hyperscaler buildout.
Customers: Amazon, Google, Microsoft €1B in orders from them in Q1 alone
Catalyst: Raised optical network growth outlook to 18–20% on exploding AI demand
3. $Eos Energy Enterprises Inc.(EOSE)$
— $8.70 🎯 PT: $30
American-made zinc batteries powering the grid AI data centers drain.
Customers: Utilities, IPPs, CAISO & ERCOT grid operators
Catalyst: $303.5M DOE loan finalized — funds 8 GWh annual production by 2027
— $6.45 🎯 PT: $30
Building GPU data centers to rent compute directly to AI companies.
Customers: Cerebras Systems (AI chip maker)
Catalyst: $1.1B, 10-year colocation deal signed $2.5B potential with expansion
5. $Lightwave Logic, Inc.(LWLG)$
— $16.41 PT: $120
Electro-optic polymers that make AI fiber speeds physically possible.
Customers: Tower Semiconductor, GlobalFoundries, 4 Fortune 500 companies in Stage 3
Catalyst: PDK 1.1 ready for high-volume foundry transfer tape-outs begin H2 2026
6. $Fluence Energy, Inc.(FLNC)$
— $24.50 🎯 PT: $28
Battery storage that keeps AI data centers powered without grid failure.
Customers: Two major hyperscalers (MSAs just signed), utilities globally
Catalyst: Record $5.6B backlog + first hyperscaler order converting Q3 2026
— $49.50 🎯 PT: $55
Photomasks for every advanced AI chip no mask, no chip, period.
Customers: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $Samsung Electronics Co., Ltd.(SSNGY)$ , UMC the entire chip foundry food chain
Catalyst: Record high-end IC revenue driven by AI chip packaging and advanced logic nodes
Remember, these have 1000%–2000% potential like SNDK
. My favorite is POET, but I like PLAB too since it makes photomasks which is needed in every chip on earth.
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