SANDISK'S REVERSAL SHOULD BE STUDIED.



A year ago SanDisk was reporting a loss of 30 cents per share. This week it reported earnings of $23.41 per share against an estimate of $14.50 and revenue of $5.95 billion against an estimate of $4.70 billion.

Five AI companies signed multi-year supply agreements locking in a minimum of $42 billion in guaranteed revenue with over $11 billion in financial guarantees already committed. These are not purchase orders, These are guarantees.

AI companies are paying upfront to secure supply because they cannot afford to not have it.

Next quarter SanDisk is forecasting $7.75 to $8.25 billion in revenue against an estimate of $6.49 billion. The company also announced a $6 billion share buyback at all time highs.

$SNDK was the best performing stock in the entire S&P 500 in 2025 with a 729% gain and is the top performing stock again in 2026.

The stock is up over 4000% in the last 12 months.

From losing money to $42 billion in guaranteed contracts in 12 months. The AI storage shortage did not just save SanDisk.

It turned it into one of the most important companies in the world.
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