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Today’s US stock recommendations | #SNDK AI starts paying for memory
SNDK only spun off from Western Digital in 2025, so this round of sharp rise is actually a combination of spin-off revaluation, NAND price increases, and AI storage demand. The larger the AI model, the more data generated during training, inference, and by intelligent agents, and storage has shifted from a background player to a front-stage role.
In fiscal Q3 2026, SNDK revenue was $5.95 billion, up 97% quarter-over-quarter; data center revenue was $1.47B, up 233% quarter-over-quarter, with gross margin rising to 78.4%. Howev

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