Hello everyone!

***SanDisk's stock price has reached $700. My prediction on December 21 last year was that it would exceed $700 by 2026, and the original post predicted it would surpass $700 in the first half of this year. Now, it has only been a little over 10 days, and it has already hit $700, much faster than I expected. The reason is simple: the financial report and guidance on the 29th were much better than my calculations, mainly because the price increase exceeded my forecast.

Now, let me share my views on a few key issues:

1. SanDisk's stock price forecast for this year: exceeding $1,000 in the first half and $1,500 in the second half, corresponding to earnings per share of around $100 in the 2026 calendar year, with a P/E ratio of about 15.

2. Stock price predictions from investment banks and other institutions are free reports that don’t tell the truth—sometimes they even say the opposite. They are completely unreliable. For earnings calculations of SanDisk and Micron Technology, those professional institutions have much more and more accurate information than we do. It’s impossible that they can’t figure it out. I’m just a retail investor, and I can calculate it, which shows they are all lying!

3. The community occasionally has discussions about the impact of mass production by ChangXin Memory and Yangtze Memory on the prices of major original manufacturers. Media reports are exaggerating (you should know who they’re talking to). The related data is incorrect and very unprofessional. I’ll state the conclusion clearly: both market share and product technology levels are incorrect. Right now, it’s about solving the problem of going from zero to one, with a one-to-two-generation gap. Although there is a certain quantity, the impact on the international market within three years is negligible.

4. Industry analysis and research on related stocks are very complex processes. Collecting data for comparison, distinguishing truth from falsehood, and predicting market trends and prices require a lot of work. It’s not about reading a few articles and drawing conclusions based on feelings—that’s very irresponsible.

Finally, I need to clarify that this is just my personal analysis of mid-term stock price trends, for reference only. I won’t judge short-term fluctuations or trading methods. Investing carries risks, so manage your own pace. Wishing everyone happiness and great wealth!