PostsMy hard logic has been endorsed by institutions. But those who don't believe Sandisk will crash still don't believe it. I'm just tracking whether this target is consistent with my predicted trend. If it is, I guess I'll be smug for once, haha
JP Morgan comments on Sandisk: "Short-term excess profits" do not represent "long-term profitability improvement," and in the medium term, it may return to the historical "boom-bust" pattern
JP Morgan's report pointed out that although SanDisk benefits from the enterprise-level SSD supercycle driven by the AI wave, its market share in this high-growth market is only 2%-3%, placing it in a follower position within the industry. At the same time, the current high-profit environment is essentially a cyclical boom for the industry. As major manufacturers initiate a new round of capacity expansion around 2027, the supply-demand structure will tend to loosen, and the industry may return to a "boom-bust" cycle. Therefore, the company's short-term excess profits are unsustainable, and its long-term profitability is expected to gradually return to historical equilibrium levels
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