$SanDisk Corp.(SNDK)$ Nothing

$SanDisk Corp.(SNDK)$ Nothing has changed here. Capacity is still sold out, and there are long-term contracts through 2030. All the noise around AI model development doesn't affect that. We already have AI models demanding memory beyond capacity through 2030. That's the very reason the stock bounced so hard after the AI cyber security scare. People realized the money is still flowing in, and demand keeps growing as more people use AI. I couldn't imagine doing my job without ChatGPT after having access to it. Reality has changed, and that genie isn't going back in the bottle.

MU's earnings report will shed more light on growing demand, but we don't even need to see that. Just think about how much AI is engraving itself into our lives. It's here to stay, and it needs more memory from SNDK.

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