This looks less like a thesis

This looks less like a thesis break and more like the market exhaling after an extreme run. When an entire storage complex sells off together after outsized gains, its usually positioning and profit-taking—not a sudden loss of conviction. As long as AI memory demand, pricng power, and capex cycles stay intact, volatility creates entry points rather than exits. Trend reversals tend to show up in fundamentals first; this move showed up in price.

SanDisk Explodes On Pricing Power: Would Supercycle Continue Given +37% Last Week?

SanDisk surged 12% on Friday, capping a 37% weekly gain, as the storage rally reignited after a brief pullback. SanDisk expects to double prices for enterprise SSDs in Q1 2026, citing strong server and data center demand. Counterpoint Research now says the memory market has entered a “super bull cycle,” with pricing momentum even exceeding the 2018 peak. The sharp rebound highlights growing confidence in AI-driven storage demand—but also raises questions about sustainability after such a rapid run-up. In the storage supercycle, do you prefer NAND leaders like SanDisk or DRAM-focused players?

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