The S&P 500 is doing its usual dance, mostly down these days. Oil prices, naturally, are involved. It’s always something. Which means, if you’re looking for a bargain, well, there might be one. Or not. So it goes.
Two stocks, though, are stubbornly going up. Sandisk, a name that sounds like something from a science fiction novel, is up 179% this year. CoreWeave, a more sensible name, is up a mere 13%. Not bad, if you can get it. Let’s look at them, shall we?
1. CoreWeave
CoreWeave builds the stuff that makes artificial intelligence think. Or, at least, pretend to think. They provide the infrastructure. High power, competitive prices. It’s all about the GPUs, naturally. Revenue has tripled since they went public a year ago. A year. It feels like yesterday, doesn’t it?
AI is still in diapers, really. So CoreWeave has room to grow. They’re building data centers. Lots of them. Forty-three, last count. Eleven in the U.S. and Europe. They have contracts. Locked-in revenue. It’s a good business, if you ignore the existential dread of it all.
Nvidia likes them. Nvidia invested $2 billion. That’s a lot of money. Nvidia needs places to put its GPUs. It’s a symbiotic relationship. One machine feeding another. It’s beautiful, in a cold, metallic sort of way.
CoreWeave isn’t profitable yet. And they have debt. A lot of it. But it’s only 6.7 times trailing sales. Surprisingly reasonable. It could go higher. Or lower. Everything does, eventually.
2. Sandisk
Sandisk also went public a year ago. And it’s up over 1,000%. That’s… something. They make storage. For data. For memory. NAND flash memory, specifically. It holds information when the power goes out. Which it always does. So it goes.
They’re growing fast. And, unlike CoreWeave, they actually make money. A lot of it. Revenue up 61%. Net income up from $104 million to $803 million. Data center revenue is up 76%. It’s a good time to be in the storage business, apparently.
Despite all this, Sandisk is only trading at 15 times earnings. That’s… odd. There’s room to grow, of course. Plenty of it. If the world doesn’t end first. Which, let’s be honest, is a distinct possibility.
So there you have it. Two stocks going up in a world determined to go down. It’s a strange thing, the stock market. A game played with real money, real lives, and a healthy dose of delusion. Don’t get too attached. Everything is temporary. So it goes.
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2026-03-18 20:02