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Sandisk’s Margins Look Like Software. Can They Last?
Sandisk’s gross margins hit 85% on fixed-price contracts and AI-driven demand, prompting an Argus upgrade, even as bears question if price-led gains can last.
Sandisk’s gross margins hit 85% on fixed-price contracts and AI-driven demand, prompting an Argus upgrade, even as bears question if price-led gains can last.