Q1: Moderately durable but fra-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Q1: Moderately durable but fragile. The ceasefire supports risk-on short term, yet remains headline-driven. If talks hold, rally continues with volatility. If they fail, risk-off repricing will be sharp.

Q2:

– strongest fundamentals, AI demand visibility

– HBM upside but cyclical

– storage beta play

– most speculative

Q3: Add selectively, not chase. Start partial now, add on dips or post-earnings confirmation.

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?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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