The article compares Credo Technology (CRDO), which supplies high-speed connectivity for AI data centers, with Sandisk (SNDK), a NAND flash storage maker. Credo's trailing-12-month revenue is nearly $1.6 billion, up roughly 165%, and it carries no debt; Sandisk's is about $29 billion, up roughly 272%, and it also has no debt. Analysts expect Sandisk's adjusted earnings to reach $237 in fiscal 2027, and its forward P/E is about 5x versus 21x for Credo. The article says Sandisk has a better chance of outperforming in 2027 because memory supply is tight, with the main risk being that supply catches up to demand and pressures selling prices.
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