SanDisk is an attractive investment in the memory sector due to its low valuation (6.9x forward P/E), growing earnings forecasts, and long-term order visibility through 2030.

Yes, the memory business is still profitable. If you recall, we were on your show about a year ago and we were saying that a lot of money is flowing into all these memory company names, including Micron and SanDisk.

Cash flows remain stable in these companies. If you look at the picture of projected earnings for next year and the coming years, they continue to rise; Even before this video, I had to adjust some of our charts because analysts keep raising their earnings forecasts.

Therefore, we still view the memory sector positively.

For example, during the summer, SanDisk stock was at 2354 and then at a slightly lower point a little later , perhaps at the end of July and the beginning of August, this stock was barely holding the thousand level , wasn't it?

From 2300. So, this shows you how volatile it is.

and one of the names that has really stood out is SanDisk. You know that this is a hard disk drive (SSD), fast storage for your laptops and servers. They make all those microSD memory cards that we see everywhere.

But what was really interesting about this name was that its forward price-to-earnings ratio was 6.9 times. And you're talking about a company whose earnings estimates for fiscal year 2027 have been raised to $212 and something .

If you look at the following year, it will reach $262. If you look back historically, this is a company that was trading at $30 in April 2025. So you're talking about many times the expected earnings for next year.

Therefore, we see this as a great valuation, and given that order books are still being extended until 2030, we believe this is an easy option for the memory and storage sector.

When I spoke to Lucas and mentioned names like SIMO, Silicon Motion, and SanDisk, these were some of the names she preferred.

Everyone knows Micron and SanDisk, but there are some players like Silicon Motion...