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The bold call rests on a major AI transformation.

I have been tracking SanDisk's numbers. It’s one of my favourites. Why? Its performance, and the reason behind the big numbers. And the numbers keep doing something unusual for sure. They keep getting bigger than the already-big numbers that preceded them. If you didn’t know, SanDisk (SNDK) is the ...

Barclays moved on SanDisk on May 27. The day after, Mizuho followed. When top-ranked analysts at two different firms raise targets on the same stock on back-to-back days, each arriving via a different methodology, the second note is worth reading carefully. Mizuho's argument is built around numbers ...