I’d still pick SNDK. What caught my attention isn’t just the 13.7% rally, but the potential change in its business model. Long-term agreements could make earnings and cash flow much more predictable, while HBF gives SNDK another angle on the growing AI inference market.
MU has broader exposure across HBM, DRAM and NAND, and WDC offers an interesting data-center HDD story. But SNDK currently has the most interesting combination of AI storage demand, long-term contracts, high-margin targets and shareholder returns.
The only thing I wouldn’t do is chase the stock after a huge one-day move. At this valuation, expectations are already high. For me, the real test is whether SNDK can hold the gains and prove that those ambitious 2030 targets are actually achievable.
If it can, this may be more than just another NAND cycle. It could be a genuine storage re-rating story.
@Tiger_comments [邪恶]
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