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SanDisk: AI Storage Gold Rush
Seeking Alpha· 2026-02-03 16:40
SanDisk ( SNDK ) is turning out to be one of the major beneficiaries of the AI infrastructure growth, where data center storage is redefining the earnings growth path for the company. With hyperscalers rushing toHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Inv ...