Nvidia's strategy with CMX storage and its high demand for High Bandwidth Memory (HBM) are discussed in relation to SanDisk's pitch.
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Buy Sandisk Stock NOW? The HBF Moonshot and 3 Problems.
Aug 17, 2026
The creator discusses SanDisk (SNDK), highlighting its incredible stock performance over the past year and its recent surge following an investor day. While acknowledging potential risks related to its manufacturing and financial reporting, the creator emphasizes the company's strong revenue growth, driven by significant price increases and increased bit shipments, and its solid balance sheet.
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SK Hynix is mentioned as a major producer of HBM, which has seen skyrocketing prices and demand from Nvidia.
Nancy Pelosi is noted to be buying Intel stock.
Nphase is presented as a cheap stock whose only hope lies in interest rate decreases or server power converters taking off in 2027-2028.
Micron (MU) is mentioned as a comparison for stock performance, having also seen significant gains.
SanDisk (SNDK) is presented as a strong buy due to its massive revenue growth driven by pricing power and increased bit shipments, despite some potential risks.
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SNDKbuy opened Aug 17, 2026
-12.32%