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If you had invested $1 million in $SNDK just 15 months ago, it would be worth $76 million today.
That’s an average of $5 million profit per month for 15 straight months on a $1 million investment.
Four charts. Four explosions. Same 434 days.
$MU Micron up 17x. From $61 to $1,072.
$SNDK SanDisk up 76x. From $27 to $2,103.
$WDC Western Digital up 23x. From $28 to $649.
$STX Seagate up 16x. From $63 to $1,001.
Here is why.
For years Nvidia was the only AI stock that mattered. GPUs, Compute, Processing power. Everyone bought Nvidia and ignored everything else.
Then the AI trade quietly rotated.
You cannot run AI without memory. Every large language model, every inference workload, every data center expansion requires massive amounts of storage alongside compute. No memory means no AI. It is that simple.
SanDisk datacenter revenue hit $1.47 billion last quarter. Up 645% year over year. Micron posted $23.86 billion in annual revenue. Up 196% year over year. The demand is not slowing. It is accelerating.
Today the Iran peace deal added rocket fuel on top of fundamentals already on fire.
$MU Up 10%
$WDC up 15%.
$SNDK up 6%.
Seagate up 6%.
Risk appetite returned and memory stocks were first in line.