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SNDK

SanDisk$1,887.04live · 9h ago

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Randy Kirk1 callMixed
Most recent thesis· Aug 19, 2026Source video →

SanDisk is discussed as a flash-storage maker potentially developing high-bandwidth flash that could substitute for memory in AI compute, though the hosts are uncertain whether this is a real technical breakthrough or just marketing. The stock is noted as down roughly 50% from highs despite continued AI-driven demand narratives.