← Watchtower
February 2, 2026
#SNDK

💾 Sandisk is the hottest stock in the S&P 500 over the last month, +109% $SNDK

The company makes NAND flash memory, which is essential for data centers running Al workloads. SanDisk's data-center revenue rose 64% last quarter as technology companies deploying AI at scale fueled demand.

Valuation: ~12x forward earnings.
Growth: top 10% globally on expected 5Y