SanDisk Rockets 1,000%: Why Investors Are Chasing Hardwar...

Q: How long is this episode of AMI Asset Management Investment Perspective?

This episode is 21 minutes long.

Q: When was this AMI Asset Management Investment Perspective episode published?

This episode was published on January 30, 2026.

Q: Can I download this AMI Asset Management Investment Perspective episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

In this episode, the team discusses a high-stakes week intech earnings, analyzing why strong financial results from companies like Microsoft, Apple, and SAP were met with a surprisingly brutal market reaction. The team explores the shifting investor narrative that now favors "picks and shovels" hardware providers like SanDisk over traditional enterprisesoftware, which is facing a valuation re-rating amid fears of AI disruption. By examining Meta’s aggressive capital expenditure and the growing importance of AI monetization, the team highlights how long-term investors can identify value in the "software graveyard" while navigating a market currently driven by short-term momentum and AI-infrastructure demand. Please note that some of the companies discussed in thispodcast may be held in an AMI strategy or in personal accounts including AAPL, MSFT, NOW, SNDK, AMZN, GOOGL, TSLA, IBM, SAP, ADBE, and CRM.

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