Sandisk, the name sounding vaguely like a forgotten beach resort, had a good day. Fifteen percent up. Which, in the grand scheme of things, just means someone, somewhere, got a little richer while I was trying to explain to my Aunt Mildred how to send a text message. She still insists on faxing birthday cards. It’s a system that works for her, she says, and who am I to argue with a woman who once successfully assembled a flat-pack wardrobe without the instructions? But fifteen percent. It feels…excessive.
The AI Boom and the Storage Problem
Apparently, all this artificial intelligence everyone keeps talking about – the kind that’s going to steal our jobs and write better poetry than us – requires a lot of storage. A lot. Like, enough to make the Library of Congress look like a pamphlet. And Sandisk, it turns out, makes the things that store all that…stuff. Data, I think they call it. It’s all very technical, and frankly, I’d rather be sorting through old photographs. They had more personality.
Their sales jumped 61 percent, which is…substantial. Three billion dollars. That’s enough to buy a small country, or at least a very large collection of porcelain thimbles. Hyperscalers, whatever those are, and other large tech companies are apparently scrambling for storage, like squirrels hoarding nuts before a particularly harsh winter.
And because everyone wants it, they’re raising prices. It’s basic economics, I suppose. Supply and demand. But it feels a little…greedy. Like the bakery that suddenly triples the price of sourdough bread when everyone realizes it’s good. Their profits, predictably, have gone through the roof. Five hundred and five percent. That’s the kind of number that makes me check my own bank account and weep quietly.
The Analyst and the Prediction
Bernstein’s Mark Newman, a man whose job I suspect involves staring at spreadsheets all day, now thinks Sandisk’s stock will hit $1,000. That’s a 50 percent jump from where it is now. He’s basing this on the idea that they can keep charging more for their stuff. Which, given the current climate, seems…optimistic. It’s like predicting the weather based on the color of your socks.
He thinks they’ll make $90.96 per share in 2027. That’s a very specific number. It sounds…made up. It’s about thirty percent higher than what other analysts are predicting. Which either means he’s a genius, or he’s been spending too much time with those spreadsheets.
I keep waiting for the bubble to burst, for someone to point out that all this AI is just a very elaborate distraction from the fact that we’re all still just trying to figure out how to operate the remote control. But maybe, just maybe, Sandisk really is onto something. Or maybe I just need a nap. And a new fax machine for Aunt Mildred.
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2026-02-03 05:02