Sandisk Corp (SNDK.O): MU Read-Thru: NAND Now Tight Thru CY27; Reit. Buy on Cont‘d Demand Strength & Pricing Outlook, TP Higher to $2,500
The market treats NAND tightness as a cyclical and short-lived event, but Micron's guidance reveals a structural supply-demand imbalance extending beyond 2027…