1 the ceasefire is more negative on USA than Iran. Iran has options
2. They’re all interesting including seagate and sand disk
3. A better investment play is to invest directly in Asian tech
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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