Sandisk (SNDK)
Published 2026-02-05 • by defiweekly
Thesis Summary
Detailed Deep Dive
Sandisk: probably the hardest of them all to own as it’s run up 500% and the math around NAND/Flash memory defensibility is questionable. Still a massive supply shortage. If High Bandwidth Flash becomes real then Sandisk is a steal. They’re collaborating with Hynix on this so TBD.