If you were waiting for a catalyst to get bullish on memory stocks... $SNDK just gave you a big one at their investor day. Many investors were afraid revenues at the memory companies would fall off a cliff after 2027 when more capacity will be coming online to help meet surging demand... even though many experts and executives say it's becoming quite clear the memory market will remain constrained into 2028 or later. I've talked to some investors and analysts that thought memory company revenues could decline by 30-50% from 2028 through 2030... $SNDK just threw cold water on that bear case. $SNDK said they expect revenues to increase by 15-20% from 2028 through 2030 which means revenues in 2030 could be $70-90B depending on where 2026 finishes. If we think net income margins come d
在 X 查看 ↗