24/7 Wall Street
12 Jul 2026, 12:25 UTC · 2h ago
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What the story claims
5 claims · each scored for market impact
NVIDIA's Data Center revenue grew 92% YoY to $75.25 billion with non-GAAP gross margins holding at 75.0%. — Strong revenue growth and high margins in the core AI business confirm a dominant market position and sustained demand for GPU infrastructure.
+0.80SanDisk's Q3 FY26 revenue jumped 251% to $5.95 billion with Datacenter revenue growing 645% YoY. — Extremely rapid growth in AI storage validates the expansion of the AI trade into the memory and NAND supply chain.
+0.60SanDisk trades at a forward P/E of 28, which is higher than NVIDIA's forward P/E of 23. — This valuation disparity suggests SanDisk may be overpriced relative to its commodity status and NVIDIA's proprietary moat, increasing downside risk for SNDK.
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SanDisk's gross margins surged to 78.4% from 22.5%, but are dependent on cyclical NAND pricing. — The reliance on a cyclical commodity market creates significant volatility and risk of margin compression if pricing softens.
-0.30Internal models project a negative 13.62% expected return for SanDisk, while NVIDIA has an analyst consensus target implying roughly 43% upside. — This quantitative outlook suggests a rotation preference from overpriced memory stocks back into the primary AI chip leader.
+0.20Which stocks this story touches
The company is described as a dominant monopoly with a strong moat and an attractive valuation relative to its growth potential.
Mentioned briefly as having posted a blowout quarter.
Despite strong recent growth, the article warns of an unsustainable valuation, cyclical risks in NAND pricing, and a projected negative return.
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