Tag
nand
2 articles
SK Hynix Stock Remains a Buy: HBM and DRAM Sold Out Through 2029
The memory leader posted a 328 percent revenue surge in Q3, exceeded analyst expectations, and announced a $14.9 billion share buyback program.

Sandisk's Contract Shift Unlocks 2027 Triple: Market Mispricing at 6.5x Forward
Sandisk's shift to long-term customer contracts de-risks its NAND business and justifies 3x upside if 2027 earnings materialize, yet the stock trades at a cyclical discount.