Nvidia vs SanDisk: My Top Pick for This Week

Nvidia versus Sandisk. If you could only buy one, which one would be the best stock to buy now? Sandisk rallied over 11% yesterday after news was released that it would be included in the S&P 500. Meanwhile, analysts are predicting Nvidia could rise 130% to over $515 over the next 12 months. Both stocks are an incredible stock to own, but none of us has an unlimited amount of cash that we can invest into the stock market. And sometimes we have to choose between two great companies. So, between Nvidia and Sandisk, which one is the best stock to buy now? For those of you who are new to this channel, my name is Stock Curry. I'm a former Merrill Lynch and Morgan Stanley investment banker, and I've been trading for over 25 years. And in this video, I'm going to do a full analysis of both Nvidia and Sandisk to show you which one is the best stock to buy now. Let's get this battle started with Nvidia. Nvidia has been on a massive rally for the past four years. Revenue continues to increase at an astonishing pace. Although, the rate of increase is starting to slow down. On an annualized basis, revenue increases have gone from a 125% year-over-year increase in 2024 to a 114% year-over-year increase in 2025, and now down to a 65% year-over-year increase this year. While still an incredible year-over-year increase in revenue, the rate of growth slowing down does cause a little bit of concern. Profits have shown a similar slowdown in growth. From a 600% year-over-year increase in 2024, down to a 147% year-over-year increase in 2025, and now down to a 66% year-over-year increase this year. Despite the slowdown in the rate of growth, Nvidia's growth is still one of the highest growth rates in the entire stock market at more than three times the industry average. And there is no reason to believe that Nvidia's growth is going to stop anytime soon. Nvidia recently released their Spark RTX chip, which allows consumers to run AI locally on their personal computers. And many people believe that personal AI compute is the future. Nvidia continues to release new AI chips for data centers as well, building on their Blackwell chip success with their latest chips, the Nvidia Vera and Nvidia Rubin. Still, AI spend is slowing down, and this is showing up in Nvidia's earnings. It's one of the key reasons why the rate of growth in revenue and earnings has slowed down this year. To be clear, Nvidia is still growing revenue and earnings at an astonishing pace. It's just the rate of growth in revenue and earnings that's slowing down. And that means that the rate of growth on the stock price might slow down as well. Unlike the 171% rally we saw in 2024 and the 38% rally we saw in 2025, future growth might be much slower. Still, with Nvidia growing revenue and earnings by around 65% this year, I can see a strong case for Nvidia to rise 65% over the next 12 months to around $370 per share. And although analysts disagree on just how much Nvidia will rise over the next 12 months, every single analyst is predicting Nvidia will be higher 12 months from now. The highest analyst price target is $515, which would be a 130% increase in the stock price over the current price. Even the lowest analyst price target of $275 indicates a 22% increase on Nvidia over the next 12 months, which is more than double what the S&P 500 goes up in an average year. So, no matter how you look at it, Nvidia is a great stock to buy. And if you want to know which stocks we're buying, come join us in the Stock Dads Discord. We have over 20 full-time professional traders in Stock Dads who post every trade they make, and two of our traders are on track to make over a million dollars this year. We are making money every single day in Stock Dads, and we're making more money in one day than most people make in an entire month. You can join Stock Dads using the first link in the description below or by scanning the QR code on your TV screen. And right now, you can save 30% off Stock Dads for life. This is an exclusive offer only for Stock Curry followers. Just use promo code curry at checkout to get 30% off Stock Dads for life. Now, let's take a look at SanDisk. Like Nvidia, SanDisk has been on an absolute rally. And the success of SanDisk is directly tied to the success of Nvidia and data center growth. SanDisk solves the main bottleneck in data centers, which is data storage and delivery. Nvidia chips are extremely fast, and SanDisk is one of the few manufacturers of SSDs fast enough to keep up with the speed of Nvidia's AI chips. And unlike Nvidia, SanDisk's revenue growth is accelerating rapidly. Revenue was up 9% year-over-year in 2024, 10% year-over-year in 2025, and it's up an incredible 175% this year. Earnings have also increased substantially, up 751% this year. Although, last year SanDisk did report a loss. The loss last year was mainly due to a one-time $1.83 billion goodwill impairment charge. This impairment charge was due to an analysis of the company's assets and a determination that the company's reported asset value was less than the actual asset value. In short, it was an accounting loss, not an actual profit loss. And in fact, free cash flow remained positive last year at $84 million. Free cash flow then ballooned this year to over 11 billion dollars representing an astounding 13,794% increase year-over-year. And SanDisk's rate of growth is expected to continue over the next few years. While Nvidia and SanDisk both receive A+ ratings on growth, Nvidia is growing three times as fast as the industry average, while SanDisk is growing more than 10 times as fast as the industry average and more than a hundred times as fast by some metrics. And there's another indicator that SanDisk might be a better buy than Nvidia. While Nvidia is fairly priced with a valuation grade of C minus, SanDisk is underpriced with a valuation grade of A+. Looking at the forward PE ratio, SanDisk is 64% below the sector average. What this means for the price of SanDisk stock is that it would have to rise 64% just to get up to the sector average and then another 100% to price in the rate of growth. That would put SanDisk stock at nearly $6,000 per share. Now, to be fair, analysts are a little less bullish than I am. The average analyst price target is only $2,145. With the highest analyst price target coming in at around $3,000 per share. And that's mainly because analysts are concerned that the high price of memory chips, which is leading to record profits, is going to start slowing down. But, SanDisk says that its customers are willing to pay any price for memory in exchange for guarantees that those customers will actually be able to buy memory chips in the future despite the memory chip shortage. And with most memory chip manufacturers now expecting the memory chip shortage to last through the end of 2027 and only catching up once new manufacturing plants come online in 2028, the high prices are expected to continue for years to come. It is true that high prices, and thus high profits, are expected to come down in about 2 years in 2028. But, demand for memory chips remains sky-high and is expected to continue. So, between Nvidia and SanDisk, which is the best stock to buy now? Nvidia is benefiting from an established market, continued growth in AI, and continued growth in revenue and earnings. But, it's currently trading at a fair price and the rate of growth is slowing down. Overall, I would say Nvidia is the safer investment. It might not rise as much as SanDisk will, but a continued rise in the stock price is more likely. Therefore, if you are risk-averse, I would say Nvidia is probably the better stock to buy. SanDisk is benefiting from a memory chip shortage, which is causing profits to skyrocket. Both revenue and earnings are increasing, and SanDisk has over a dozen customers locked into 10-year contracts, which ensures continued revenue and earnings growth in the future. SanDisk is also 65% undervalued based upon their current growth rates. But, SanDisk is at risk of memory chip prices coming down. And with the market being forward-looking, investors might start selling the stock as early as next year. While SanDisk has a higher growth potential than Nvidia, that growth is at risk of reversing once memory chip prices start falling. So, I would say SanDisk is the best stock to buy for high-risk investors who are looking to maximize profit potential over the next 12 months and don't mind the risk that the stock might drop. Let me know in the comments below which stock you think is the better stock to buy and tell me why.