Cramer Names Sandisk Top Performer as AI Demand Fuels Post-Spin Surge
Recent investor commentary ties the run-up to tight flash supply plus AI-driven demand.
Overview
- On Jan. 8, Jim Cramer said Sandisk, spun off in February, has risen 371% since the separation and leads data storage and memory peers.
- Cramer emphasized that four of the five top performers are data storage and memory companies linked to data center demand.
- An Insider Monkey article with Cramer’s remarks was republished by Yahoo Finance and included promotional pitches for alternative AI-stock research.
- BlackRock’s Q3 2025 letter said underweighting Sandisk hurt performance and credited the rally to AI and cloud demand, tight supply and higher flash prices.
- A Jan. 9 report noted a 17.8% jump on Jan. 2 during an AI-led rally and highlighted the addition of former First Solar CFO Alexander R. Bradley to Sandisk’s board and audit committee, as well as Benchmark’s Dec. 18 Buy rating with a $260 target.