The NAND supply squeeze: AI models need massive ultra fast storage and SanDisk is capitalising on this with its Enterprise SSDs, seeing its margins explode as NAND prices are projected to jump 50% in early 2026 alone.
Western Digital is reaping an AI infrastructure harvest as hyperscalers flock to their high capacity HAMR and UltraSMR hard drives for cost effective mass storage.
As long as AI requires massive amounts of data, SanDisk and Western Digital will continue to grow exponentially in the future.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
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.
- Angmoh88Β·01-30 23:30TOPinsightful and well explained :)1Report