Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon
Sat Feb 07 2026
We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through 2034, Sandisk has capitalized on the memory shortage driven by AI data center demand. Sandisk reported a significant revenue beat of over $3 billion and issued a staggering guidance of $4.4 to $4.8 billion for the upcoming quarter—a 170% year-over-year increase. This growth is fueled by powerful operating leverage, with adjusted EPS projected at $13 as rising prices flow directly to the bottom line. How does the valuation look? Watch the video to hear our take. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:0:00 Is Sandisk Having an NVIDIA Moment? 0:45 Memory Shortages 2:10 Flash Ventures: The Kioxia Joint Venture Extension 3:30 Revenue Beat and 170% Growth Guidance 4:50 Direct Sales to AI Data Centers vs. NVIDIA Integration 5:50 Earnings Explosion: Why EPS is Hitting $13 6:30 The Two-Edged Sword of Operating Leverage 7:45 Reverse DCF Analysis9:00 The Cyclical Reality10:45 Final Verdict: Commodity vs. Supply Chain KingIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Sandisk #ChipStockInvestor #Semiconductors #Investing #NAND #TechStocks #StockMarket2026Nick and Kasey own shares of Sandisk
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We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through 2034, Sandisk has capitalized on the memory shortage driven by AI data center demand. Sandisk reported a significant revenue beat of over $3 billion and issued a staggering guidance of $4.4 to $4.8 billion for the upcoming quarter—a 170% year-over-year increase. This growth is fueled by powerful operating leverage, with adjusted EPS projected at $13 as rising prices flow directly to the bottom line. How does the valuation look? Watch the video to hear our take. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:0:00 Is Sandisk Having an NVIDIA Moment? 0:45 Memory Shortages 2:10 Flash Ventures: The Kioxia Joint Venture Extension 3:30 Revenue Beat and 170% Growth Guidance 4:50 Direct Sales to AI Data Centers vs. NVIDIA Integration 5:50 Earnings Explosion: Why EPS is Hitting $13 6:30 The Two-Edged Sword of Operating Leverage 7:45 Reverse DCF Analysis9:00 The Cyclical Reality10:45 Final Verdict: Commodity vs. Supply Chain KingIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Sandisk #ChipStockInvestor #Semiconductors #Investing #NAND #TechStocks #StockMarket2026Nick and Kasey own shares of Sandisk