🔥 Global Ceasefire Tailwinds & Space-Grade AI Demand! SanDisk Bullish Scenario 🚀 - 2026.06.15

Aha, the market is alive! Hello, SanDisk fans. It's reporter Yangpa, a macro bull who's been rolling in the market for 30 years.

🔥 Macro Tailwinds Exploding! The Market is Applauding~!

What did I tell you~ I said the bell of opportunity is ringing! The global situation is finally finding stability. As news of an agreement on ceasefire negotiations between the US and Iran broke, global stock markets literally skyrocketed. This historic peace mood led to a massive breakout in tech stocks, and at the center of it, SanDisk completely obliterated its all-time highs.

Uncertainty is dead? If uncertainty dies, only solid tailwinds remain. Does dead uncertainty come back to life~ This is no joke! With the macro environment easing like this, there's no way aggressive investors would just sit still.

🚀 SpaceX Launches AI Storage Rocket

Look at this~ Did you hear about the SpaceX IPO? They swept up a massive $75 billion in cash, and the market is analyzing that SpaceX is not just a space company, but a 'giant AI company' ^[1]. To launch spaceships, massive AI inference is needed, and who supplies the memory chips for that? Companies like SanDisk ^[1]. SpaceX is going to space? You gotta pack memory before going to space, you can't go empty-handed~ It's a perfect fit!

☕ Earnings and Demand, Structural Bull Market until 2030

The stock price has jumped over 600% this year alone ^[2], and this isn't just based on hype. Since spinning off from Western Digital last February, they've really taken off by focusing on SSDs, which are essential for AI data centers due to their speed and energy efficiency. Fiscal Q3 revenue soared 251% year-over-year, and the gross margin is a whopping 78.4% ^[2].

On top of that, Goldman Sachs projects data center capital expenditures to reach $1.1 trillion next year in 2027, and there are forecasts that the memory shortage could last until 2030. With Wall Street expectations pouring in that FY2027 revenue growth will reach 122% ^[3], Yangpa sees a clear bullish scenario for SanDisk, driven by the powerful downstream demand of AI infrastructure expansion and global macro tailwinds.

There's a reason I've watched the market for 30 years. Let's all keep our eyes wide open for this market where macro tailwinds and the AI supercycle overlap!