Matt Phillips / Sherwood News:

SanDisk's stock has surged ~1,000% in the past five months, driven by AI demand for its chips, which have a cost advantage thanks to its 20-year JV with Kioxia  —  Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months.  Industry insiders, prolific hedge fund managers …

Matt Phillips / Sherwood News:

SanDisk's stock has surged ~1,000% in the past five months, driven by AI demand for its chips, which have a cost advantage thanks to its 20-year JV with Kioxia  —  Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months.  Industry insiders, prolific hedge fund managers …

Source: TechMeme
Source Link: http://www.techmeme.com/260124/p13#a260124p13