Sandisk Corporation (SNDK): Leopold Aschenbrenner Is Backing This Memory Firm

Sandisk Corporation (NASDAQ:SNDK) has featured successful the 13F portfolio of Situational Awareness LP since the 3rd 4th of 2025. Back then, this presumption consisted of astir 115,000 shares. In the 4th fourth of 2025, Leopold Aschenbrenner added to this holding by implicit 800%, increasing it to implicit a cardinal shares. Filings for the archetypal 4th of 2026 uncover that the money owns 1.14 cardinal shares successful the company, up 8% compared to the erstwhile quarter. The steadfast develops, manufactures, and sells information retention devices and solutions utilizing NAND flash exertion successful the United States, Europe, the Middle East, Africa, Asia, and internationally. The stock terms of Sandisk has jumped implicit 600% successful the past six months.

Sandisk Corporation (NASDAQ:SNDK) has emerged arsenic 1 of the astir important AI plays, with concern advisory Barclays terming representation the astir charismatic vertical beneath accelerators. Training precocious LLMs and moving Agentic AI applications creates monolithic information lakes that necessitate high-speed, non-volatile representation and Solid State Drives (SSDs) alternatively than accepted spinning hard drives. In fiscal Q3 2026 earnings, SanDisk reported that Enterprise SSD gross surged 114% year-over-year. This endeavor propulsion drove full firm gross gross good past statement Wall Street estimates. Shifting the income premix distant from low-margin user micro-SD cards and USB drives toward premium AI-optimized Enterprise Data Center SSDs expanded firm Gross Margin to 44.5%, up 1,200 ground points from the humanities baseline.

While we admit the imaginable of SNDK arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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