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Tepper exits Sandisk stake as AI NAND demand boosts margins

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Sig0.90Sen+2.10Env0.00Soc0.00Gov0.00

Sandisk’s NAND flash memory business has benefited from AI-driven demand, pushing NAND prices higher and improving revenue and margins, especially with enterprise data center customers. Tepper initiated a Sandisk position in Q1 2026 and exited completely in Q2 after a short gain, reducing volatility while keeping exposure to the broader AI storage trend.

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