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Event
Fresh JPMorgan buy call is a tailwind for a heavy SanDisk holder
JPMorgan resumed SanDisk at buy with a $2,250 target, citing an AI-driven NAND demand inflection and a TAM it sees growing from ~$70B in 2025 toward ~$500B by 2027. Note: the event's $94B contract figure looks off; sources peg SanDisk's eight long-term deals nearer $42B.