MojoTrick(@MojoTricks):Sandisk Data Center revenue just went from $40M (Dec ’23) to $4.8B (Oct ’26). That’s not a cycle. That’s a structural shift. Demand &gt; Supply. Multi-year commitments locked in. Traditional NAND volatility is getting rewritten in real time. $SNDK

MojoTrick

@MojoTricks

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Joined January 2022

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MojoTrick@MojoTricks

2026.10.30 04:16

Sandisk Data Center revenue just went from $40M (Dec ’23) to $4.8B (Oct ’26). That’s not a cycle. That’s a structural shift. Demand > Supply. Multi-year commitments locked in. Traditional NAND volatility is getting rewritten in real time. $SNDK