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Sandisk Q4: Structural And Durable? I'm Not Fully Convinced

Sandisk Q4: Structural And Durable? I'm Not Fully Convinced

Sandisk Corporation delivered exceptional Q4 results, with 372% YoY revenue growth and significant operating leverage. SNDK's current valuation at ~6.7x FY 2027 earnings reflects both strong recent performance and cyclical NAND pricing momentum. Industry shifts, new technologies like BiCS and HBF, and robust data center demand could structurally enhance SNDK's earnings profile.

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