Supply & Demand Analysis 7.1. Existing vs Upcoming Data Center Facilities 7.2. Market by Utilized Area 7.3. Market by Utilized Racks 7.4.

Andy built his first gaming PC at the tender age of 12, when IDE cables were a thing and high resolution wasn't—and he hasn't stopped since.

Sandisk stands to gain from tight NAND supply, strong AI and PC demand, and margin expansion, offering 24% upside potential.