Alright, settle in, folks! You think picking stocks is serious business? Feh! It’s a comedy of errors, a tragic farce! But this one, Sandisk? This could be the punchline that pays for my retirement. Western Digital spun off these flash storage wizards less than a year ago, and suddenly, it’s like they discovered the secret to eternal youth…or, you know, really fast computer memory. A 1,400% jump? Oy, the possibilities! Investors are practically doing the hora, wondering if this is still a good time to jump in. Let’s take a look, shall we? I’ve got my magnifying glass, my abacus, and a very strong cup of tea.
Sandisk, you see, isn’t just making little chips. They’re making the brains of everything! Smartphones, PCs, those fancy self-driving cars that scare me…even those little fitness trackers that tell me how little I exercise. It’s everywhere! And it turns out, everything needs more storage. It’s like a national obsession. They’re the plumbing of the digital age, and believe me, nobody wants a clogged digital pipe! The edge device market – that’s your phones and computers, for those of you still using rotary dials – accounts for a whopping 55% of their revenue. A 63% jump year-over-year? That’s not growth, that’s a rocket launch!
Now, here’s the kicker: Artificial Intelligence. The AI craze is like a runaway train, and Sandisk is selling the tracks. All these AI-powered gadgets need places to remember things, and that means more flash storage. They predict 912 million AI smartphones by 2028. That’s a lot of selfies! And 138 million AI PCs? You’ll be able to argue with your computer about politics in no time! Sandisk is poised to scoop up a healthy chunk of that market, and that, my friends, translates to…you guessed it…dividends!
But wait, there’s more! It’s not just phones and computers. Data centers are suddenly craving this flash storage like a starving man at a deli. Solid-state drives (SSDs) are faster, more efficient, and frankly, less likely to make that awful clicking sound that means your hard drive is about to meet its maker. HDDs are cheaper, sure, but they’re going the way of the dodo. AI companies are snapping up SSDs because speed is everything when you’re training a robot to take over the world…or, you know, recommend cat videos. Sandisk’s data center revenue jumped 76% last year. That’s not a jump, that’s a triple axel! They even landed a new “hyperscaler” customer – those are the big boys, the ones who own the internet – and they’re expecting more to follow. It’s like they’re building a digital empire, one flash chip at a time.
Now, let’s talk earnings. They’re projecting a doubling of revenue this year, followed by another significant jump. And here’s the real kicker: NAND flash memory prices are going up! It’s like they’re printing money! TrendForce predicts a 55-60% jump in prices. That’s not a shortage, that’s a gold rush! Demand is expected to almost triple by 2028. It’s a perfect storm for earnings growth. They’re projecting earnings of $39.45 per share this year, and another jump next year. Look at that chart! It’s going straight to the moon!
Now, let’s do some quick math, shall we? If Sandisk can keep this up, and conservatively increase earnings by 25% in 2028, they could hit $95 per share. The Nasdaq-100 is trading at a forward earnings multiple of 25. Do the math, folks! That puts Sandisk’s stock price at…hold onto your hats…$2,375! That’s over 4 times the current price! This isn’t just a stock, it’s a potential lottery ticket! And right now, it’s trading at just 15 times forward earnings. That’s a steal! So, what are you waiting for? Buy, buy, buy! Before I do! (Just kidding…mostly.) This AI stock has the potential to become a multibagger over the next three years.
So, there you have it. Sandisk. A company that’s not just making flash storage, it’s making a fortune. And that, my friends, is a beautiful thing. Now, if you’ll excuse me, I need to go count my dividends. And maybe invest in a good pair of walking shoes. Because with this stock, I might be walking all the way to the bank!
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2026-02-14 01:53