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SanDisk (NASDAQ:SNDK) The Sell Case Behind a 3,300% AI Memory Rally
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SanDisk (NASDAQ:SNDK) The Sell Case Behind a 3,300% AI Memory Rally
Why we think Sandisk is a downgrade rating to a sell What if SanDisk is closer to the semiconductor peak cycle than the market currently thinks? That is the key risk investors need to consider when thinking about joining the euphoria AI memory trade. Memory cycles inherently have a long history of hurting investors when expectations become too stretched. In 2018 and 2022, the NAND flash cycle turned sharply, and pricing weakness flowed quickly t…
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