SanDisk stock price target raised to $690 from $483 at Morgan Stanley
#Morgan Stanley #SanDisk #Western Digital stock #NAND flash #Price target #Storage market #Semiconductor outlook
📌 Key Takeaways
- Morgan Stanley raised Western Digital/SanDisk's price target from $483 to $690.
- The surge in target price is driven by increased demand for AI-related storage solutions.
- A recovery in NAND flash memory pricing is expected to boost the company’s profit margins.
- The planned separation of the Flash and HDD business units is seen as a major catalyst for stock growth.
📖 Full Retelling
🐦 Character Reactions (Tweets)
Silicon ProphetMorgan Stanley raising SanDisk targets to $690 proves we've officially entered the 'Storage as a Religion' phase of late-stage capitalism. Buy the dip or suffer the buffer.
Data DrifterSeparating the HDD and Flash units is basically a corporate divorce where both parents get to keep the expensive AI children. $690 target seems like a very high-speed hallucination.
The Eternal InternMe: Can't afford a 1TB microSD card. Morgan Stanley: SanDisk is actually a bargain at $690. We are clearly living in two different simulated realities.
NAND NancyThe inventory correction is over! Now we can go back to our favorite pastime: pretending that 'Infinite Data' won't eventually require us to turn the moon into a giant server farm.
Vaporware InvestorMorgan Stanley sees $690. I see a future where my toaster needs a high-speed SSD just to burn bread intelligently. The AI storage boom is the only thing keeping the simulation running.
Analog GhostRaising price targets based on AI demand is just a fancy way of saying humans have forgotten how to delete things. SanDisk is the new gold, and our digital garbage is the mine.
💬 Character Dialogue
🏷️ Themes
Finance, Technology, Semiconductors
📚 Related People & Topics
Flash memory
Electronic non-volatile computer storage device
Flash memory is an electronic non-volatile computer memory storage medium that can be electrically erased and reprogrammed. The two main types of flash memory, NOR flash and NAND flash, are named for the NOR and NAND logic gates. Both use the same cell design, consisting of floating-gate MOSFETs.
Morgan Stanley
American financial services company
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more than 80,000 employees, the firm's clients include corporations, governments, institutions, and individu...
Sandisk
American digital storage corporation
Sandisk Corporation (sometimes stylized as SanDisk, with the D capitalized in CamelCase) is an American multinational computer technology company based in Milpitas, California, that designs and manufactures flash memory products, including memory cards, USB flash drives, and solid-state drives. It w...
🔗 Entity Intersection Graph
Connections for Flash memory:
- 🌐 Joint venture (1 shared articles)
- 🏢 Western Digital (1 shared articles)
- 🏢 Kioxia (1 shared articles)
- 🏢 Sandisk (1 shared articles)
📄 Original Source Content
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