Sandisk's AI Supercycle Is Just Getting Started

Sandisk ( SNDK ) is not a company that can be analyzed from a traditional memory cycle perspective because it is not relevant anymore. The Q2 FY2026 results and guidance for Q3 imply a much deeperMy investing journey began at 15, sparked by a deep curiosity for markets and shaped by my father's career in finance. What started as a fascination with Warren Buffett’s annual letters quickly evolved into a full-time passion for value investing, mental models, and understanding how great businesses create long-te ...