⬆ 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.

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

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