The core debate around $SanDis

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The core debate around $SanDisk Corp.(SNDK)$ centers on whether the explosive demand for AI data center storage can outweigh broader memory market volatility. The bull case got a huge boost with news of a multi-year flash storage deal with Meta and $42 billion in locked-in minimum contracted revenue. However, wall street sentiment was recently rattled by an Argus Research downgrade to Hold and concerns over broader chip sector profit-taking. Large institutional investors want to see consistent gross margin expansion on the upcoming August print before committing fresh long-term capital. $Micron Technology(MU)$

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AlyssaTan88
·07-22
Argus downgrades right at the local bottom every single time anyway.
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Large institutional investors want to see consistent gross margin expansion on the upcoming August print before committing fresh long-term capital. <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> <img src=\"https://community-static.tradeup.com/news/0a70a4a511fb36d913aa93ae81451b35\" tg-width=\"1429\" tg-height=\"957\"></body></html>","htmlText":"<html><head></head><body>The core debate around <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> centers on whether the explosive demand for AI data center storage can outweigh broader memory market volatility. The bull case got a huge boost with news of a multi-year flash storage deal with Meta and $42 billion in locked-in minimum contracted revenue. However, wall street sentiment was recently rattled by an Argus Research downgrade to Hold and concerns over broader chip sector profit-taking. 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