Prediction: Sandisk Stock Will Soar After Oct. 29. Here Are 379 Billion Reasons Why

Sandisk stock has declined 32% since July despite strong fundamentals, as investors worry about AI infrastructure sustainability. However, the article argues the selloff is unjustified given robust NAND flash demand, expected 357% revenue growth in fiscal Q1, and a $379 billion addressable market opportunity in 2027. With the stock trading at just 8x forward earnings versus the S&P 500's 19x multiple, the author expects stronger-than-expected results on Oct. 29 could trigger a significant rally.