Kekemon
01-09

Should wait. Guess with dip further.

SNDK & WDC Record Highs: Supercycle Just Gets Started?
Semiconductor equipment and storage stocks pushed to fresh highs as AI-driven demand accelerated. SanDisk jumped over 5% overnight, with Western Digital up more than 3%. KLA, Applied Materials, and Lam Research all hit new records, while SanDisk and Western Digital surged again. Bernstein raised SanDisk’s target price sharply to $580, citing an “unprecedented storage supercycle” fueled by AI-led data growth. Is this still early in the AI-driven supercycle? Does Bernstein’s $580 target suggest the market is underestimating storage pricing power?
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