The increase in ASP is really unbelievable.
Discipline – Sandisk has been selling basically the same amount of bits for the last several quarters. It can sell more but choose not to
Starting in 2027, HBF revenue could be extremely significant, but it's still too early.
Down cycle will eventually come, but it is unlikely before 2028 IMO.
Target PE 15*$60 EPS power = $900
Risk – High
Sandisk Earning forecast
byu/Inside_Pressure_1508 inwallstreetbets
Posted by Inside_Pressure_1508
2 Comments
When’s earnings?
My only question is why this sudden realization? Of market, of demand, everything.
AI is there last few years and we haven’t seen this demand and sandisk in particular goes 10 tomes in last 6 months?? What am i missing??