Paradis Labs
@ParadisLabs
AI & Semiconductor Research | Not Financial Advice | DYOR
加入 March 2026
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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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