---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000911272.md"
description: "Side with the Street’s structural transformation thesis over Burry’s short. AI data centers turn NAND storage into critical, non-volatile infrastructure, insulating SanDisk through long-term contracts despite cyclical memory volatility."
datetime: "2026-09-23T14:19:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000911272.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000911272.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000911272.md)
author: "[NewUser_hCn26](https://longbridge.com/en/profiles/22801361.md)"
generator: "portal-rs"
---

# Side with the Street’s structural transformation t…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**