Paradis Labs(@ParadisLabs):Absolutely insane $SNDK guidance comments from earnings call. - "NAND market will exceed $300B in revenue in calendar year 2026, up 3x year over year." - "NAND market will approach $500B in revenue in calendar year 2027." - "Data center share of total revenue to expand from ~30% in 2025 to ~50% in 2026, and to continue outpacing the market in 2027." - "Demand from our customers is growing faster than our supply."

Paradis Labs

@ParadisLabs

AI & Semiconductor Research | Not Financial Advice | DYOR

参加 March 2026

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Paradis Labs@ParadisLabs

2026.08.05 20:57

Absolutely insane $SNDK guidance comments from earnings call. - "NAND market will exceed $300B in revenue in calendar year 2026, up 3x year over year." - "NAND market will approach $500B in revenue in calendar year 2027." - "Data center share of total revenue to expand from ~30% in 2025 to ~50% in 2026, and to continue outpacing the market in 2027." - "Demand from our customers is growing faster than our supply."

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