In today’s post:
AI Demand Broke This Market 📈
AI DEMAND BROKE THIS MARKET 📈
Sandisk $SNDK ( ▲ 3.78% ) is still a strong buy.
Not because it’s flashy.
Not because it’s trendy.
But because it sits in the most boring, unavoidable choke point of the AI supply chain.
Storage.
Specifically: NAND and enterprise SSDs — the digital equivalent of oxygen.
AI can’t run without data.
Data can’t live in vibes.
It needs somewhere to sit.
And right now? That “somewhere” is tight, expensive, and getting tighter.
Let’s take a look at what the best way to play this is.
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