This is completely crazy.


SanDisk went from $30 to over $1,400 in just 14 months.
That’s a 4,600% profit, and it was the top stock in the S&P 500 for two consecutive years.
Most people missed it.
Here’s why it happened:
Western Digital spun off SanDisk in February 2025 into a pure-play NAND flash company.
Then, AI hit the storage market.
Hyperscalers started signing multi-year supply agreements with $42 billion in committed revenue.
NAND prices increased 70-75% due to demand from AI data centers.
Gross margins rose from 51% to 78%.
Revenue grew 251% year-over-year in the most recent quarter.
The market finally realized that AI doesn’t just need GPUs.
It needs storage, memory, power, cooling.
The lesson here is very simple:
The biggest profits never come from chasing obvious names.
They come from discovering a pure-play company that no one paid attention to before the market connected the dots.
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