Group 1 - The recent decline in Sandisk (SNDK) stock is viewed as an overreaction to Google's TurboQuant technology, which focuses on "6x compression" that applies only to KV cache and not total storage [1] - The market's fixation on the compression technology overlooks its implications for making inference cheaper, suggesting potential for growth in Sandisk's offerings [1] Group 2 - The investment strategy emphasizes identifying high-potential opportunities with a favorable risk-reward ratio, aiming for a 3-5X upside potential compared to downside risk [1] - The approach includes leveraging market inefficiencies and contrarian insights to maximize long-term compounding while ensuring a strong margin of safety against capital impairment [1]
Sandisk: The Market Is Dead Wrong (Rating Upgrade)