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SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia (Matt Phillips/Sherwood News) from Techmeme RSS feed.
SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia (Matt Phillips/Sherwood News)
Matt Phillips / Sherwood News:
SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia — Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months. Industry insiders, prolific hedge fund managers …