SanDisk (SNDK US): From Spinoff to AI-Memory Powerhouse — 80% Margins, $42bn RPO and HBF Optionality
Smartkarma
Yesterday
⬆ Sandisk Corp - SanDisk is currently enjoying its strongest-ever economics: 80% GM targets, $42bn contracted revenue, massive buybacks and free HBF AI-memory optionality. Management said earnings visibility till 2030
Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sandisk-sndk-us-from-spinoff-to-ai-memory-powerhouse-80-margins-42bn-rpo-and-hbf-optionality?utm_source=tiger_community
By Mo Aziz, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/mo-aziz?utm_source=tiger_community
On Sandisk Corp (SNDK):- https://www.smartkarma.com/entities/sandisk-corp?utm_source=tiger_community
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