Short Sandisk signal by Jai

The bear case for SanDisk centers on the highly cyclical nature of the NAND flash memory market, where periods of oversupply can drive sharp declines in pricing and profitability. As new manufacturing capacity comes online and competitors continue to improve production efficiency, average selling prices for SSDs and memory products could remain under pressure for an extended period. At the same time, slowing consumer electronics demand and uncertain enterprise spending could limit volume growth,