Buy the Dip: Why Sandisk Is the Memory Trade to Hold After Alphabet’s Compression Head-Fake
Alphabet’s new AI compression research caused a knee-jerk pullback in memory names, but Sandisk’s fundamentals and industry dynamics suggest the company will continue to capture AI-driven storage demand. This trade idea lays out a mid-term long with a clean entry, stop, and target based on current valuation, cash flow and balance-sheet strength.