Rosie O’Donnell tried to use Epstein victims as tools to run a segment on Jimmy Kimmel Live! attacking President Trump. ABC saw what she was doing, and it wasn’t funny. It was activism. So they wisely killed the segment. She said today the network blocked her “Epstein reveal” on her last guest-host night in August. She still shot eight women herself and posted it on Instagram on September 3. Kimmel already wrecked the hour with politics. ABC didn’t want it worse. Survivors deserve a court, a committee, or a straight interview. They don’t exist to give a guest host a closing monologue. Putting them on Kimmel was going to land as a swipe at Trump, not as reporting. Late-night is not a prosecutor’s office. ABC owns the rundown. O’Donnell doesn’t. She got the clip out on her own page. That doesn’t make the network the villain. It makes the network a company that already watched Kimmel run the audience off and didn’t want one more campaign stop in the last slot. If the files matter, try them in court. Don’t dress a political attack as courage and then yell when a comedy show says no. ABC said no. That’s the job. Keep the victims out of the ratings fight.

ROSENBLATT INITIATES $SNDK AT BUY, $2,400 PT Analyst Kevin Cassidy says AI is shifting NAND from a commodity storage product into a more system-critical part of AI infrastructure, as performance, endurance and supply certainty become more important. Rosenblatt also highlights SanDisk’s new agreements with 8 of the world’s largest NAND customers, which it estimates could cover ~65% of FY28 production. Based on management’s long-term framework, Cassidy estimates FY30 non-GAAP EPS could reach ~$300/share.

Rosenblatt initiated $SNDK at Buy with a $2,400 PT as AI turns NAND into a “more system-critical component of AI infrastructure.” The firm sees ~80% gross margins and ~$300 of FY30 EPS as SanDisk moves closer to the compute stack and customer agreements reduce NAND cyclicality.

Rosenblatt's Kevin Cassidy just initiated $SNDK at Buy with a $2,400 target, about 35% above where it traded today. Management's framework for FY28 to FY30 is mid-to-high-teens revenue growth, roughly 80% gross margins, and half of every dollar of revenue turning into free cash flow. Rosenblatt calls its $300 FY30 EPS estimate conservative. At $2,400 you'd be paying about 8 times that FY30 number. For a business with 80% gross margins and most of its output pre-sold, that isn't a hype multiple, it's the market still pricing SanDisk like the old cyclical it used to be. The target sits comfortably above the roughly $2,000 street average, right next to BofA's $2,500. $SNDK is one of my largest positions. I’m hyper bullish on this name.