SanDisk @ JPM 54th Annual TMT. Key Takeaways & Full Transcript

Smartkarma

05/28

⬆ Sandisk Corp - SanDisk’s February 2025 Analyst Day call was that NAND would inflect in 2H25 and remain undersupplied through end 2026. Goeckeler is now extending the same conviction level through end 2027.

Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sandisk-jpm-54th-annual-tmt-key-takeaways-full-transcript?utm_source=tiger_community

By William Keating, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/william-keating?utm_source=tiger_community

On Sandisk Corp (SNDK):- https://www.smartkarma.com/entities/sandisk-corp?utm_source=tiger_community

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Key Takeaways & Full Transcript\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1009381084\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Smartkarma </p>\n<p class=\"h-time\">2026-05-28 05:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/ac1bf19e-a01d-42e7-9bb0-c25ca470cd23.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/SNDK\">Sandisk Corp</a> - SanDisk’s February 2025 Analyst Day call was that NAND would inflect in 2H25 and remain undersupplied through end 2026. Goeckeler is now extending the same conviction level through end 2027.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sandisk-jpm-54th-annual-tmt-key-takeaways-full-transcript?utm_source=tiger_community</p><p>By William Keating, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/william-keating?utm_source=tiger_community</p><p>On Sandisk Corp (SNDK):- https://www.smartkarma.com/entities/sandisk-corp?utm_source=tiger_community</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0963586101.USD","symbol_name":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","start_time":0,"source_url":"https://www.smartkarma.com/home/private-investor-solutions/","article_id":"2638652785","we_media_id":"1009381084","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2638652785","pubTimestamp":1779918833,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Smartkarma","introduction":"Smartkarma","home_visible":1,"id":"1009381084","head_image":"https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07"},"summary":"utm_source=tiger_community","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4170":"电脑硬件、储存设备及电脑周边","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","SNXX":"Tradr 2X Long SNDK Daily ETF","SNDK":"闪迪"},"translate_title":"SanDisk@JPM第54届年度TMT。要点和完整成绩单","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/057c48aa7a2d1353e12c1d05b673a94d","symbols_score_info":{"SNXX":0.6,"SNDK":1.95,"SNDU":0.6},"content_text":"⬆  Sandisk Corp - SanDisk’s February 2025 Analyst Day call was that NAND would inflect in 2H25 and remain undersupplied through end 2026. Goeckeler is now extending the same conviction level through end 2027.Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sandisk-jpm-54th-annual-tmt-key-takeaways-full-transcript?utm_source=tiger_communityBy William Keating, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/william-keating?utm_source=tiger_communityOn Sandisk Corp (SNDK):- https://www.smartkarma.com/entities/sandisk-corp?utm_source=tiger_community","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}