This is absolutely insane.
SanDisk has gone from $30 to $1,400+ in 14 months.
That’s a 4,600% return, and the #1 stock in the S&P 500 for two years running.
Most people missed it.
Here’s why it happened:
Western Digital spun off SanDisk in February 2025 as a separate pure-play NAND flash company.
Then AI hit the storage market.
Hyperscalers started signing multi-year supply agreements at $42 billion in committed revenue.
NAND prices are up 70-75% on AI data center demand.
Gross margins went from 51% to 78%.
Revenue grew 251% YoY in the latest quarter.
The market finally realized AI doesn’t just need GPUs.
It needs storage, memory, power, cooling.
The lesson here is simple:
The biggest gains never come from chasing the obvious names.
They come from finding the pure-play that nobody is paying attention to before the market connects the dots.
If I find the next one, it will be posted on @InTheAssembly
Follow them right now or you will regret it later.
last time psg played milan their tifo was jean-claude belmondo, part of the founding group of psg, aiming a gun at a milan themed devil.
tonight milan responded with neo from the matrix dodging the bullets.
end result: milan 2-1 psg, genius from the curva sud 🔴⚫️
100% - Tijjani Reijnders is the first AC Milan midfielder who has played an entire Serie A match without missing a single pass since Opta began recording this data (since 2004/05). Perfectionist.
#BolognaMilan#SerieA
For 67 years, Milano was the 𝙊𝙉𝙇𝙔 city to have 2️⃣ Champions League-winning teams 🏆
But Inter ruined that forever and gave it away to Manchester.
Don’t share stadium with these losers 🤣🤣