Hello everyone!
SanDisk's stock price has already reached $2,100, and the upward trend continues.
These past few days, many investment banks and analyst articles have already mentioned that storage will continue to be in short supply next year, with new capacity increases only coming in 2028. In reality, it's still a case of supply falling short of demand, with the rate of demand growth far exceeding the rate of effective supply. Some people are talking about the storage cycle ghost story again. Here, I clearly express my view: in the AI era, storage has become a strategically scarce resource, not a commodity. This is a change of the times. Unlike other segments of the AI infrastructure industry chain, it's not just AI infrastructure that needs storage; the massive amounts of data generated by inference and physical AI also require vast amounts of storage. The demand is endless….
Some individual stocks in the AI infrastructure industry chain have already priced in performance for the next few years, and their valuations have reached terrifying levels. After all, they are hardware stocks; their prices can't go to the sky. Ultimately, it still comes down to performance.
As the saying goes, holding onto storage chip stocks allows you to sleep soundly, unafraid of short-term fluctuations. Hitting new highs repeatedly is the norm.
Market consensus is forming, valuations are rising. Let's move forward and cherish the moment!
Good morning, SanDisk buddies!
On the highly anticipated night of SpaceX's listing, SanDisk quietly reached $2000. The SanDisk community was as calm as a clear lake, with only occasional ripples caused by a few stirrings of life...
In the first half of the year, SanDisk and Micron Technology have made it this far amidst all the noise. With institutional investors heavily overweighting it, SanDisk's trading turnover has gradually narrowed, and its stock price has entered a healthy upward channel. The market's debate over memory chips is getting quieter, consensus is gathering, and valuations are rising. We look forward to seeing SanDisk's stock price reach $4000-$5000 in half a year based on Morgan Stanley's valuation logic...!
AI is a technological and industrial revolution that will change the course of human history. It has just entered the acceleration phase, and its development speed will only get faster. Look forward, don't look back, and don't get off the train!
Wishing everyone a happy weekend!
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
