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MojoTrick
@MojoTricks
Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Not affiliated with any brand
加入 January 2022
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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
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