Jim Cramer Discusses Investing Club Strategy Amidst Sandisk Commitments
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The commitments come with locked-in purchase commitments and a mix of fixed and variable pricing. The longest of these commitments is five years. From Sandisk's vantage point, these agreements serve to ensure consistent demand and help protect against the boom-and-bust cycles that have historically plagued the memory makers. It's a major shift in business strategy. SanDisk didn't name the five customers with supply deals, but the CFO called them "very meaningful customers." So, we can assume these customers have deep pockets, and some of them may even be Club names. What do these supply deals mean for the signees? For starters, they serve to ensure a consistent supply and, in turn, help them ensure that few or no sales go unrealized due to a lack of supply.
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MarketWatchNew long-term agreements are a sign that hyperscalers are willing to pay high prices for memory. They’ll also make Sandisk’s earnings less volatile.
2 details only one outlet reported
Independent claims that didn't surface elsewhere in our corpus. Treat as supplementary — not corroborated across outlets.
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01 CNBC Alphabet and Amazon "may be the two best" members of the Magnificent Seven , Jim said, adding that Nvidia still belongs in that conversation as well. Cramer said he is "so glad we own Amazon." He also called it "very right" that the Club re-bought Alphabet at the end of last year after exiting the stock in March 2025. The discussion came after reports that Anthropic committed to spend as much as $200 billion with Google Cloud over the next five years. Jim said he regrets not re-buying Advanced Micro Devices like he did with Alphabet. 4. Stocks covered in Wednesday's rapid fire at the end of the video were: Uber , Disney , Solstice Advanced Materials , and Kraft Heinz . (Jim Cramer's Charitable Trust is long Alphabet, Amazon, Arm, Corning, and Nvidia.
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02 MarketWatch Tech Stocks A major Sandisk transformation is under way, and analysts say it could send the stock even higher
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Sources (2)
- marketwatch
- cnbc