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Okay, let's talk about Sandisk. Um, it is up $100 today, and it's, it's been a, it's been a, it's been a historical run. I know that's something that you championed early on. I believe somebody from EYL University got a green jacket today. Yeah, yeah. So, green jacket, that's what we call when you make a 1,000%.
>> 1,000%, yeah. On an option call, we say green jacket. So, I think somebody inside the community got a green jacket from a 1,000%. So, you were saying that Sandisk, they actually numbers-wise, is actually even a better run than Nvidia had.
Yeah, if, if, no, not since inception, right? Cuz Nvidia's obviously been traded publicly since 1999, and yes, it's been up 24,000%, but if you look over the past, let's just take the past five years, cuz Nvidia was trading at $171 in 2021. Yeah. So, now where it's at $180, obviously a 10-to-1 split has happened. The return on Nvidia over the past five years has been just under 1,100%. That's nothing to sneeze at. Like, that's incredible. When Ian said earlier, he said, >> return. Yeah. All times, once-in-a-lifetime generational investment opportunity. Until you see what Sandisk has done over the past 13 months.
Now, remember this was an insane run. Of Western Digital split in February and IPO'd in 2025. It has gone up 2,740% in the past 14 months. Yeah. >> Think about that. Almost. And after hours. So, it was up $100 today, right? And shout out to everybody. We did talk about this when it was $197. And we were in calls, 200 calls, 230 calls. It went up $100 today after hours. Right now, it's up another $31. Yeah. So, you're talking to definitely 2,800%.
Why is this happening? Well, the big news is that it is now been added to the Nasdaq 100. Thank God after last year. It's a, we'll talk about it. It's a bunch that need to be replaced out of the Nasdaq. There's, there's a few, but Sandisk is, is important because we watched this IPO. We watched this join the S&P 500, and it's leading the S&P 500 this year. Yep. >> And now we've seen [clears throat] it being add added to the Nasdaq 100, which means that you got billions of dollars and billions in ETFs that Sandisk is now going to be part of. In fact, it just got its price target raised to $1,500. Which is like, when you think of that, it's like, wait, huh? It could hit that [clears throat] tomorrow. Remember.
Why is that, why is that happening, right? So, Sandisk is in a NAND category for memory. So, SSDs, right? These, these are specific like flash drives, solid state flash drives. If, if you're in, in that space, solid state flash drives. They've already sold out for 2026. What they did before they sold out is they doubled the price, right? So, they doubled the price, we saw the numbers run up. Now, they're saying, look, we might be sold out into 2027 as well. What do you think's going to happen to the price for those flash drives for that form of memory? Don't go off of that. It's going to go up as well, and they're the leader of it. And so, they're in a nice space. Take this out. This, this is an incredible stat. So, Wall Street is projecting it that their EPS for 2026 is going to be $42.37. $42.37 earnings per share. Yeah, yeah. These aren't numbers that are like typical for any equity, right? Usually, if you watch an earnings report and it says it's earnings per share, it's usually in the single digits. If it has something astronomical, it might get to nine, maybe $10 a share.
>> $42.37. That is the earnings per share, right? So, last quarter they reported a $7.55 per share increase. That means that we still have room of probably like $30, $32 to go into earnings, which is happening on April 30th. So, you take earnings coming up on April 30th. You get the addition to the S, the Nasdaq 100 on April 20th. You get the demand for NAND memory, which they are leading and it's going to increase, and this is why you're seeing Sandisk have this meteoric, historical, phenomenal run. Shout out to everybody that has a green jacket. If you have a green jacket and I missed you, please put it in the community so I can give you your green jacket because it's well deserved. This is what we talk about when we say find, find certainty in times of chaos. For sure. When everything looks very muddy, find the clarity. That's where wealth is built. I told you the story hasn't changed. It hasn't. I told you the narrative haven't, hasn't changed. It hasn't. I told you the AI demand is still here. We saw it with TSMC, which is going to be reporting this week. The demand is very, very high and still remains to look that way into 2027. This is why we're seeing this rise in Sandisk, and we're going to see it again in, I think Micron obviously has has climbed back up over 30.
>> These, these companies aren't going anywhere. In fact, you're talking taking all that into account, the Nasdaq was down 10%. Probably just broke even, but we're not far from getting back to all-time highs very shortly. I see it. Yeah, yeah. And on top of that, the gross margins for that business, even though it's capital intensive, they're at 50.9%. By 2027, they should be at 52%. Like, this is a classic case of like, Nvidia walked so this could fly, and they flew. This, like when Get Rich or Die Tryin' came out, like immediate hit out of the gate. Um, so, they are definitely benefiting from memory, but that's why I always say like, find quality companies in quality sectors. And now because Nvidia and AMD showed the possibility of 1,000% gains, now you're going to start to see companies get higher gains, but all of them are incredibly run businesses. Um, incredible leadership, incredible management, and the pipeline for the next 10 years is pretty strong as well. So, kudos to everybody who's up a lot, but that profit margin is really impressive for that business to go on.
>> The gross margins, I, I had this written down in the notes as well. The gross margins, they're guiding to 65 to 67%. Yeah. That's, yeah, for a four or five-year period. Yep. Just astronomical numbers, man. So, shout out to everybody that's in those calls that is has some of the shares of the company. That's a good one. That's a good one. Sandisk.
And then also on that TSMC thing, that's interesting is that the opposition leader of Taiwan >> Yeah. um went to China and met with Xi Jinping publicly. Mhm. And he told her, he told her that it's inevitable that um Taiwan come, come back, reunites with China. So, that might be a good thing if they could peacefully um transition. Yeah. If they could peace, if they could peacefully come on board, then you know, all of this stuff about what happens if China tries to invade Taiwan and tries, cuz there is a strong, there, there's a lot of, there's a lot of support in, in Taiwan. There's two factors. There's one factor that wants to be separate, and then there's one factor that actually wants to be part of China. The opposition party, she wants to be part of China. So, I mean, from a, from an investment standpoint, that would be good because there wouldn't be any, any problem um as far as like a war or, you know, violence or something like that. Yeah. It, it's interesting.
>> Now, geopolitically though. Well, America, we got to see it from America, but I mean, what can America do? If, if Taiwan says, I want to be, I mean, of course they're going to try to stop the opposition from, but if they, if they say that we want this and we we're okay with joining China, I don't know what can America do. I mean, cuz they see our, our market getting rattled by any conflict. So, it's smart to come to an agreement to not have to go through the same kind of issue. But geopolitically, that, that would be a point for BRICS. I think there's, there's a huge geopolitical like watch list that's happening right now. Obviously with the Strait of Hormuz. But China for sure. They're watching how this conflict is really taking place. And the idea, I thought about this the other day. The idea of paying a tariff to go through a strait when that didn't necessarily exist prior. Yeah. What stops other countries now from saying, okay, this is a method for us to also use? Because if China and Taiwan, like the opposition leader, let's say that it goes in their favor. If they decide to say, you know what, we're going to charge a tariff to go through the South China Sea, we're in some real trouble. Right? Because that's 80%. We talked about oil and natural gas. That's a true monopoly. This is 80% of the world's like e-commerce is coming from that, that, that passage. So, if they start thinking like that, then you might see like the Suez Canal, the Panama, all these canals and waterways become a new business opportunity for countries. So, it, we, we got to watch this very carefully.
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