invest1 distinct publisher
SanDisk guides three years of near-peak margins and prices NAND as an AI input, not a commodity
The company promises about 80 percent gross and 75 percent operating margins through fiscal 2030 plus all excess cash back. Contracted volume, not scarcity talk, is the mechanism.
Publishers:en.sedaily.com
Reality
- Evidence32
- Adoption42
- Hype gap+30
- Incentives74
- Confidence38