Graham: SNDK Will Get Over "Very High" Earnings Bar

SanDisk (SNDK) shares have risen more than 3000% over the past year. Andrew Graham and Diane King Hall discuss the momentum in the memory stock as it prepares for earnings after Thursday's close. He believes Western Digital (WDC) may have a "tougher time" saying SNDK could have taken market share. For the broader memory group, he sees another 2-3 quarters of higher price activity for their products as demand continues to outpace supply. Andrew says he doesn't really see any near-term headwinds for the group thanks in part to the AI trade's continued growth.

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