SanDisk's stock has surged ~1,000% in the past five months, driven by AI demand for its chips, which have a cost advantage thanks to its 20-year JV with Kioxia (Matt Phillips/Sherwood News)

Matt Phillips / Sherwood News:
SanDisk's stock has surged ~1,000% in the past five months, driven by AI demand for its chips, which have a cost advantage thanks to its 20-year JV with Kioxia  —  Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months.  Industry insiders, prolific hedge fund managers …

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