Tech stocks and other long-dur

9
Comment
Favorite

Aqa
04-09 22:42

Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. $Seagate Technology PLC(STX)$ is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks @Tiger_comments @1PC @icycrystal @TigerStars @Tiger_SG

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

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.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":551873548346176,"tweetId":"551873548346176","gmtCreate":1775745749208,"gmtModify":1775745753004,"author":{"id":4091884160412060,"idStr":"4091884160412060","authorId":4091884160412060,"authorIdStr":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.10","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":664,"starInvestorFlag":false},"themes":[{"themeId":"d5665496fe2a45c48c26d62806db3003","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SanDisk Surges to Record $851! AI Storage Enters a New Pricing Era?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d5665496fe2a45c48c26d62806db3003}&rnconfig={\"headerBarHidden\": true}","description":"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 $421.51, rising for a third consecutive session with a cumulative gain exceeding 14% — how far can the storage bull run go?","image":"https://community-static.tradeup.com/news/08f55f3f65deb4eb833679ae7571fa2a"}],"images":[{"img":"https://community-static.tradeup.com/news/a2877fe8ae3f6a667c463260b638c10a"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/a2877fe8ae3f6a667c463260b638c10a"}],"html":"<html><head></head><body>Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. <a href=\"https://ttm.financial/S/STX\">$Seagate Technology PLC(STX)$</a> is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3574752437126777\"> @1PC </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/a2877fe8ae3f6a667c463260b638c10a\"></t-t></body></html>","htmlText":"<html><head></head><body>Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. <a href=\"https://ttm.financial/S/STX\">$Seagate Technology PLC(STX)$</a> is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3574752437126777\"> @1PC </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/a2877fe8ae3f6a667c463260b638c10a\"></t-t></body></html>","text":"Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. $Seagate Technology PLC(STX)$ is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks @Tiger_comments @1PC @icycrystal @TigerStars @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/551873548346176","repostId":0,"isVote":1,"tweetType":1,"viewCount":231,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["STX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":427,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}