SanDisk (SNDK) signed a $42B hyperscaler backlog while NAND supply stays tight through 2028. At 10.4x forward P/E on $188 consensus EPS, scenario targets span $1,200 bear to $2,800 bull case.
Broadcom AVGO billion AI revenue target analysis: 2nm Meta MTIA deal, 70% custom ASIC market share, and six hyperscaler partnerships drive bull case price target.
Broadcom (AVGO) is executing one of the most ambitious pivots in semiconductor history with its custom AI silicon XPU strategy. With AI revenue surging 106% YoY and a billion target by 2027, discover why this dual-moat company dominates both compute and networking.
