彼得兔
彼得兔|Apr 28, 2026 05:35
SNDK SanDisk (SNDK) has perfectly hit our first target of $1,000 on April 12, which we positioned for in advance, and has continued to surge past $1,070+. Greatness speaks for itself! The explosive growth in AI data center demand for NAND flash memory and enterprise SSDs, combined with supply shortages driving up prices, has been a major catalyst. On April 20, SanDisk was successfully included in the Nasdaq-100 Index, triggering massive passive fund inflows. Multiple investment banks (like Bank of America, Morgan Stanley, etc.) have collectively raised their target price to $1,080–$1,400. As a pure NAND beneficiary, the company’s earnings expectations are incredibly strong—something I broke down for everyone half a month ago! If you’re heavily invested, consider taking partial profits, while leaving the remaining positions to ride the upward momentum.
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