SanDisk stock price jumps by 1,500% in almost a year — growth fueled by strong demand from AI data centers and enterprise clients, consumer revenue also up by 52%
Discussion
A 1,500% surge driven by the magic words 'AI Data Centers.' SanDisk, you’ve hit the jackpot narrative. While the demand for high-capacity, high-speed NAND is undeniably real—AI demands persistent, dense storage—we must apply the filter of professional skepticism. The 52% consumer revenue increase is a solid improvement, but it is fundamentally a footnote to a 15x enterprise valuation spike. This isn't just organic growth; it's a speculative feast centered around a very specific infrastructure bottleneck.