🔥Seagate has gone crazy, will WDC and SanDisk be far behind? Storage power surge

Since Seagate $Seagate Tech(STX.US) has already set the trend on fire, the post-market session of WDC and SanDisk on January 29th will definitely be the highlight of the storage sector.

Now that these two brothers have split up, the focus is completely different—don’t get them mixed up:

$Western Digital(WDC.US) is the foundation for storing data. After the split, WDC focuses on HDDs. Though usually overlooked, the astronomical amounts of data generated by AI all rely on WDC’s high-capacity hard drives. With Seagate surging so strongly, WDC’s earnings report is also likely to "take off," making it a favorite for conservative investors.

$Sandisk(SNDK.US) is now a pure flash memory (NAND/SSD) player after the spin-off. Its logic is simple and brutal: price hikes! As long as AI demand for enterprise SSDs remains strong, its gross margin will keep climbing. For high volatility, keep an eye on this one.

The narrative for storage stocks has shifted from a sunset industry to AI infrastructure. This earnings season, don’t just look at profits—the key is whether the big players after AMD and Nvidia give strong guidance for 2026 procurement.

WDC holds the fort at the back end, while SanDisk charges ahead with high growth. As long as guidance exceeds expectations, the storage sector’s revaluation isn’t over yet.