$CSOP Samsung Electronics Dail

$CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ just delivered a 1Q26 preview far above expectations.

Goldman noted that even with inventories at extremely low levels, the average selling prices (ASP) of DRAM and NAND surged 103% and 87% QoQ, respectively. The more important insight is this: this is not just a cyclical fluctuation — Samsung is now locking in elevated profits through long-term agreements (LTAs), and this kind of pricing power is unprecedented.

SanDisk Surges to Record $851! AI Storage Enters a New Pricing Era?

SanDisk soared 9.05% to $851.57, touching an intraday high of $855 to set a fresh all-time record, as the AI storage momentum narrative gains validation from both media and institutional channels. Tight NAND flash supply combined with rising edge-inference storage demand has prompted a steady upward revision in full-year free cash flow estimates. Where is SanDisk's next price anchor? Micron also climbed 3.63% to $421.51, rising for a third consecutive session with a cumulative gain exceeding 14% — how far can the storage bull run go?

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