For me, this makes $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ particularly interesting to watch, although their exposure is different. I am especially watching whether enterprise SSD demand and NAND pricing can remain strong as AI data-center spending continues to grow.
I still see storage as a cyclical industry, so I would not chase the rally blindly. If AI can structurally improve storage demand and earnings power, this could be more than another memory cycle. I prefer to accumulate gradually on pullbacks and let the fundamentals confirm the thesis.
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.
- riffy·09-12 00:33TOPFor MU, I care more about whether book value or free cash flow yield really offers a margin of safety here. Storage can rerate on AI, but cycles still punish late entries lol1Report
- miffsy·09-12 00:33TOPNAND contract pricing staying firm into next quarter is the part I care about. If enterprise SSD mix keeps improving, storage might finally earn a better multiple lol1Report
- 1PC·09-12 22:56TOPNice Sharing 😁 @Aqa @DiAngel @koolgal @JC888 @Barcode @Shernice軒嬣 20001Report