---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000467553.md"
description: "US$1.1B volume yesterday, not retail money. NAND spot up 80%+ in 2 months, $Western Digital(WDC.US)  YTD only 58%, lag still there. UBS says no supply relief until 2028. Two more years of pricing power. Wait for pullback. 📈"
datetime: "2026-02-12T08:25:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000467553.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000467553.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000467553.md)
author: "[jackson beat it](https://longbridge.com/en/profiles/16656266.md)"
generator: "portal-rs"
---

# US$1.1B volume yesterday, not retail money. NAND s…


### Related Stocks

- [WDC.US](https://longbridge.com/en/quote/WDC.US.md)

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