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Aroosa Rehman
SanDisk's investor day yesterday felt a bit off.
In the past, when storage stocks were hyped, everyone would first ask:
How many months can this price hike last?
This time, SanDisk directly talked about 2030.
Mid-to-high double-digit growth, 80% gross margin, and the money earned is planned to be used for buybacks and shareholder distributions.
The confidence to say this comes from those 8 long-term contract customers.
By 2028, about two-thirds of the supply is already pre-ordered.
Previously, storage manufacturers frantically expanded production, then collectively crashed prices.
Now it’s more like cloud providers locking in supply first, fearing a future shortage of flash memory.#CPIPPIEaseFedSplit #SP500Nears8000 #SandiskLongTermTargets
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1#SepFOMCMinutesHikeWatch
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