breezyk
02-04

For those wondering about developments without catching the call, the key point is "demand continues to significantly outgrow supply". Their NAND memory has no competitors in AI infrastructure. They prioritise government contracts until meeting broader demand. Do your due diligence, hundreds of major global orders keep piling up. Cash reserves rose 350% YoY to US$1.5 billion as of Q4 2025. Shares doubled since then. Expansion plans accelerate with 2025 funding surge, no loans required. After 10x growth last year, this year's figures will be unprecedented and not a fluke. $Western Digital(WDC)$  holds 7.5 million $SanDisk Corp.(SNDK)$  shares, up US$3.8 billion YTD on this stake alone—don't overlook their expansion potential. If thinking "price already reflects this", consider recent target hikes: Goldman 320→700, Jefferies 600→700, Morgan Stanley 483→690, Cantor 550→800, Wedbush 600→740, Susquehanna 300→1000, BofA 390→850, Citi 490→750. $NVIDIA(NVDA)$  has 25 billion shares, $SanDisk Corp.(SNDK)$  just 145 million.

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