To The Moon

Read that storage chip companies best positioned in AI wave are those leading in HBM e.g. SK Hynix, Micron.

Storage is one of the hottest AI infrastructure trades right now, and this earnings week is mainly about Seagate (STX) and Western Digital (WDC). Both names have been on massive runs into the prints, so the key risk is not “good vs bad earnings”, but good vs already-priced-in. 1) Know the setup (why it's dangerous) STX and WDC have rallied hard recently. That typically creates a “crowded long” situation where: A small miss or cautious tone can dump the stock hard Even a beat can sell off if guidance is not a clear raise The real move often happens on the call + guidance, not the headline numbers STX reports Jan 27, WDC reports later this week (widely tracked as Thursday). 2) The main drivers to watch (what actually moves price) For storage, the market is pricing a story of AI-driven data c

Yes I agree because it will as it should

Buckle up, investors! The AI-driven storage frenzy is hitting fever pitch as we dive into a pivotal earnings week. With data centers gobbling up massive capacities for training those beastly AI models, the "super cycle" in memory and storage is no joke—analysts predict shortages lasting until 2028, fueled by HBM demand and hyperscaler buildouts. But with Seagate ( $Seagate Technology PLC(STX)$ ) dropping its Q2 FY2026 bombshell tomorrow and Western Digital ( $Western Digital(WDC)$ ) following on Thursday, the big question looms: Will these titans deliver the goods and spark another leg up in the sector? Or is the hype finally cooling? Let's break it down with fresh insights, juicy comparisons, and a peek un

Which storage and memory companies are best positioned in the AI wave 1. SanDisk (flash and enterprise SSDs) Recently spun off from Western Digital and now a stand-alone flash memory company. It has become one of the top-performing S&P 500 stocks in 2026 on strong AI demand and tight supply dynamics for NAND flash memory. Citi analysts have raised earnings forecasts and price targets on robust fundamentals tied to data centre and AI infrastructure build-outs.  2. Memory and advanced DRAM/HBM suppliers (Micron, Samsung, SK Hynix) These firms produce high-bandwidth memory (HBM) and DRAM needed for AI accelerators and large models. Micron in particular has been highlighted by analysts for potential significant earnings growth driven by AI memory demand and tight supply.  While S

As of January 26, 2026, the storage sector is entering a pivotal earnings week amid an AI-driven "super cycle" that has radically redefined market valuations for legacy players.  Earnings Schedule Seagate Technology (STX): Reports Tuesday, Jan 27, 2026, after the market close. SanDisk (SNDK): Reports Thursday, Jan 29, 2026, after the market close. Western Digital (WDC): Reports Thursday, Jan 29, 2026, after the market close.  Market Positioning in the AI Wave The sector has bifurcated into distinct AI-related roles, with both flash and hard disk drive (HDD) technologies seeing record demand:  SanDisk (The "Hot Tier" Leader): Since spinning off from Western Digital in February 2025, SanDisk has become the S&P 500's top performer, with shares up over 1,100% in the past yea

I still remember the first time I bought a SanDisk thumb drive. It was about five years ago, and, honestly, I hesitated a bit at the price. It wasn’t cheap. But I needed something reliable—something that wouldn’t die on me after a few months of use. Fast forward to today, and that tiny device is still going strong. Every time I plug it in, I marvel at its durability. For me, it’s been worth every penny. SanDisk, of course, isn’t just about thumb drives. Over the years, I’ve come to appreciate the practicality of their other offerings—SSDs, memory cards, and a range of accessories. These products quietly make life easier, whether I’m backing up photos, transferring files, or expanding storage on my devices. It’s one of those brands where reliability and utility consistently meet. Now, the c

Find out more here:Help Center - Tiger Brokers Tiger Brokers is a company listed on NASDAQ. With U.S. licenses, it has become the platform of choice for global Chinese investors to trade in the U.S. and Hong Kong. Investors can easily open accounts online with Tiger Brokers.

SanDisk has officially cracked the $500 level, trading around $503–$509 and printing fresh all-time highs. This is not a random spike. It is the result of a structural squeeze where AI demand meets tight memory supply, and something has to give. Since its 2025 spin-off from Western Digital, SanDisk is up over 1,000%, with 2026 YTD gains above 100%. Hyperscalers are racing to lock in NAND and high-performance storage capacity, while supply remains disciplined after years of under-investment. The result: pricing power has snapped back hard. 📈 The price action is being backed by data. TrendForce now projects Q1 2026 DRAM contract prices to surge 55–60% QoQ, with server DRAM exceeding 60% as AI servers take priority. This already dwarfs prior cycle peaks, where quarterly increases typically ca

[Miser]Thank you for @Value_investing's insightful sharing. He highlighted Korea's market position in memory chips and four ETFs worth watching. Fellow investors are welcome to read the content in depth, and if interested in these targets, you can add the ETFs to your watchlist.1. $iShares MSCI South Korea ETF(EWY)$2. $Franklin FTSE South Korea ETF(FLKR)$3. $PLUS Korea Defense Industry Index ETF(KDEF)$4. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$Core Investment Thesis: Memory Chip Super-CycleMarket Structure: The memory chip market is a highly concentrated

The memory storage market supercycle, driven by unprecedented AI demand, appears to be in its early to middle stages, with strong upward momentum expected to continue through 2027. Current price hikes have already surpassed historical peaks, signaling a structural shift rather than a temporary imbalance.  SanDisk stock (SNDK), which was acquired by Western Digital (WDC) in 2016 and spun off as an independent public company in late 2025, closed at $503.44 on January 22, 2026. Western Digital stock (WDC) closed at $243.29 on the same day. Key Insights Unprecedented Price Jumps: Historically, peak quarterly DRAM price increases were around 35%; however, Q4 2025 saw a 53-58% jump, and Q1 2026 is expected to see gains above 60%. This indicates the cycle's intensity is already exceptional.

$SanDisk Corp.(SNDK)$   $Procter & Gamble(PG)$   $Abbott Laboratories(ABT)$   Today's Big Picture Economy Stronger Than Expected The economy grew faster than initially reported last quarter. Unemployment claims hit their lowest level in over a year. Inflation held steady at 2.8, still above the Fed's 2.0 target but not getting worse. Translation: the Fed has no reason to cut rates anytime soon. Consumer Giants Feeling the Squeeze Procter & Gamble $PG and Abbott $ABT are selling less stuff even after cutting prices. McCormick $MKC said

With a YTD gain of about 90%, investors are debating whether SanDisk is still in the early phase of a storage supercycle or approaching late‑stage momentum. The $490 target suggests potential further upside, but it also raises the question of whether expectations are becoming stretched. SanDisk stands out as a pure‑play memory stock, while diversified alternatives like Micron (MU) and Western Digital (WDC) offer broader exposure. The key consideration is balancing the strong recent performance against the risk of valuation adjustments in the memory sector. Opinions are split on whether to chase the momentum or stay cautious. End of‑ day, I'm taking a neutral position on SanDisk, acknowledging the strong momentum and analyst optimism while also watching for potential overvaluation and marke

$CRISPR Therapeutics AG(CRSP)$   $SanDisk Corp.(SNDK)$   Samarth Kulkarni, Chief Executive Officer of CRISPR Therapeutics AG, reported a disposal of common shares of the company. The full filing can be accessed through the link below. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CRISPR Therapeutics AG published the original content used to generate this news brief via EDGAR,

Great questions. With SanDisk (SNDK) up ~90% YTD and ~12x since the spin, you’re right to ask whether this is still “cycle early” or already “blow-off late”. 1) Early in the storage supercycle, or late-stage momentum? Both can be true, depending on timeframe. Structurally: still early-to-mid (fundamental) The AI storage buildout is not a 1–2 quarter story. It is a multi-year infrastructure cycle: More GPUs and larger models = more training data + more checkpointing + more retrieval workloads That drives enterprise SSD demand, especially high-end, high-capacity, high-performance segments Supply discipline is also tighter than old NAND cycles (fewer players, more rational capex) So the cycle can still be early, even if the stock has already repriced hard. Technically/positioning: late-stage

Buy buy buy. It's not too late. Just like gold and silver, the momentum is strong and forward PE is low. Or at least lower then most tech stocks. A new wave is demand for high bandwidth memory.  $Micron Technology(MU)$   $SanDisk Corp.(SNDK)$ bullish $Western Digital(WDC)$  bullish

SanDisk’s move is supercycle fundamentals + late-stage price action happening at the same time. 1) Early in the storage supercycle, or late-stage momentum? Fundamentals: still early-to-mid. Price action: late-stage momentum. Why the cycle can still be early-to-mid: AI data growth is not a one-quarter story. It is multi-year. Enterprise SSD demand tends to follow compute build-outs with a lag, and once it tightens, pricing can stay firm for longer than people expect. Supply discipline (capex restraint) can keep the cycle “cleaner” than past boom-bust NAND eras. Why the stock looks late-stage: +90% YTD and parabolic behaviour often means “great story, crowded trade”. When a name goes vertical, the next phase is usually volatility expansion: sharp dips, violent squeezes, then consolidation. E

The memory market is currently experiencing a significant upturn, driven by several key factors, most notably the surging demand for AI-driven storage solutions. This has led to a more optimistic outlook from analysts for companies like Micron and Western Digital. Current Market Trends and Factors Influencing the Memory Trade: AI-Driven Storage Demand: This is arguably the most impactful trend. Artificial intelligence workloads require massive amounts of high-bandwidth memory (HBM) and high-capacity storage. HBM (High Bandwidth Memory): AI accelerators, such as NVIDIA's GPUs, heavily rely on HBM to process vast datasets quickly. The demand for HBM is outstripping supply, leading to higher prices and increased revenue for manufacturers. NAND Flash for AI Data Centers: AI training and infere

$Micron Technology(MU)$  

Manufacturing are all bottleneck for AI adoption, they can ask sky high prices with current climate

Buckle up, investors! The AI-driven storage frenzy is hitting fever pitch as we dive into a pivotal earnings week. With data centers gobbling up massive capacities for training those beastly AI models, the "super cycle" in memory and storage is no joke—analysts predict shortages lasting until 2028, fueled by HBM demand and hyperscaler buildouts. But with Seagate ( $Seagate Technology PLC(STX)$ ) dropping its Q2 FY2026 bombshell tomorrow and Western Digital ( $Western Digital(WDC)$ ) following on Thursday, the big question looms: Will these titans deliver the goods and spark another leg up in the sector? Or is the hype finally cooling? Let's break it down with fresh insights, juicy comparisons, and a peek un

Which storage and memory companies are best positioned in the AI wave 1. SanDisk (flash and enterprise SSDs) Recently spun off from Western Digital and now a stand-alone flash memory company. It has become one of the top-performing S&P 500 stocks in 2026 on strong AI demand and tight supply dynamics for NAND flash memory. Citi analysts have raised earnings forecasts and price targets on robust fundamentals tied to data centre and AI infrastructure build-outs.  2. Memory and advanced DRAM/HBM suppliers (Micron, Samsung, SK Hynix) These firms produce high-bandwidth memory (HBM) and DRAM needed for AI accelerators and large models. Micron in particular has been highlighted by analysts for potential significant earnings growth driven by AI memory demand and tight supply.  While S

Storage is one of the hottest AI infrastructure trades right now, and this earnings week is mainly about Seagate (STX) and Western Digital (WDC). Both names have been on massive runs into the prints, so the key risk is not “good vs bad earnings”, but good vs already-priced-in. 1) Know the setup (why it's dangerous) STX and WDC have rallied hard recently. That typically creates a “crowded long” situation where: A small miss or cautious tone can dump the stock hard Even a beat can sell off if guidance is not a clear raise The real move often happens on the call + guidance, not the headline numbers STX reports Jan 27, WDC reports later this week (widely tracked as Thursday). 2) The main drivers to watch (what actually moves price) For storage, the market is pricing a story of AI-driven data c

Read that storage chip companies best positioned in AI wave are those leading in HBM e.g. SK Hynix, Micron.

As of January 26, 2026, the storage sector is entering a pivotal earnings week amid an AI-driven "super cycle" that has radically redefined market valuations for legacy players.  Earnings Schedule Seagate Technology (STX): Reports Tuesday, Jan 27, 2026, after the market close. SanDisk (SNDK): Reports Thursday, Jan 29, 2026, after the market close. Western Digital (WDC): Reports Thursday, Jan 29, 2026, after the market close.  Market Positioning in the AI Wave The sector has bifurcated into distinct AI-related roles, with both flash and hard disk drive (HDD) technologies seeing record demand:  SanDisk (The "Hot Tier" Leader): Since spinning off from Western Digital in February 2025, SanDisk has become the S&P 500's top performer, with shares up over 1,100% in the past yea

I still remember the first time I bought a SanDisk thumb drive. It was about five years ago, and, honestly, I hesitated a bit at the price. It wasn’t cheap. But I needed something reliable—something that wouldn’t die on me after a few months of use. Fast forward to today, and that tiny device is still going strong. Every time I plug it in, I marvel at its durability. For me, it’s been worth every penny. SanDisk, of course, isn’t just about thumb drives. Over the years, I’ve come to appreciate the practicality of their other offerings—SSDs, memory cards, and a range of accessories. These products quietly make life easier, whether I’m backing up photos, transferring files, or expanding storage on my devices. It’s one of those brands where reliability and utility consistently meet. Now, the c

Yes I agree because it will as it should

[Miser]Thank you for @Value_investing's insightful sharing. He highlighted Korea's market position in memory chips and four ETFs worth watching. Fellow investors are welcome to read the content in depth, and if interested in these targets, you can add the ETFs to your watchlist.1. $iShares MSCI South Korea ETF(EWY)$2. $Franklin FTSE South Korea ETF(FLKR)$3. $PLUS Korea Defense Industry Index ETF(KDEF)$4. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$Core Investment Thesis: Memory Chip Super-CycleMarket Structure: The memory chip market is a highly concentrated

SanDisk has officially cracked the $500 level, trading around $503–$509 and printing fresh all-time highs. This is not a random spike. It is the result of a structural squeeze where AI demand meets tight memory supply, and something has to give. Since its 2025 spin-off from Western Digital, SanDisk is up over 1,000%, with 2026 YTD gains above 100%. Hyperscalers are racing to lock in NAND and high-performance storage capacity, while supply remains disciplined after years of under-investment. The result: pricing power has snapped back hard. 📈 The price action is being backed by data. TrendForce now projects Q1 2026 DRAM contract prices to surge 55–60% QoQ, with server DRAM exceeding 60% as AI servers take priority. This already dwarfs prior cycle peaks, where quarterly increases typically ca

Great questions. With SanDisk (SNDK) up ~90% YTD and ~12x since the spin, you’re right to ask whether this is still “cycle early” or already “blow-off late”. 1) Early in the storage supercycle, or late-stage momentum? Both can be true, depending on timeframe. Structurally: still early-to-mid (fundamental) The AI storage buildout is not a 1–2 quarter story. It is a multi-year infrastructure cycle: More GPUs and larger models = more training data + more checkpointing + more retrieval workloads That drives enterprise SSD demand, especially high-end, high-capacity, high-performance segments Supply discipline is also tighter than old NAND cycles (fewer players, more rational capex) So the cycle can still be early, even if the stock has already repriced hard. Technically/positioning: late-stage

The memory storage market supercycle, driven by unprecedented AI demand, appears to be in its early to middle stages, with strong upward momentum expected to continue through 2027. Current price hikes have already surpassed historical peaks, signaling a structural shift rather than a temporary imbalance.  SanDisk stock (SNDK), which was acquired by Western Digital (WDC) in 2016 and spun off as an independent public company in late 2025, closed at $503.44 on January 22, 2026. Western Digital stock (WDC) closed at $243.29 on the same day. Key Insights Unprecedented Price Jumps: Historically, peak quarterly DRAM price increases were around 35%; however, Q4 2025 saw a 53-58% jump, and Q1 2026 is expected to see gains above 60%. This indicates the cycle's intensity is already exceptional.

Find out more here:Help Center - Tiger Brokers Tiger Brokers is a company listed on NASDAQ. With U.S. licenses, it has become the platform of choice for global Chinese investors to trade in the U.S. and Hong Kong. Investors can easily open accounts online with Tiger Brokers.

$CRISPR Therapeutics AG(CRSP)$   $SanDisk Corp.(SNDK)$   Samarth Kulkarni, Chief Executive Officer of CRISPR Therapeutics AG, reported a disposal of common shares of the company. The full filing can be accessed through the link below. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CRISPR Therapeutics AG published the original content used to generate this news brief via EDGAR,

The memory market is currently experiencing a significant upturn, driven by several key factors, most notably the surging demand for AI-driven storage solutions. This has led to a more optimistic outlook from analysts for companies like Micron and Western Digital. Current Market Trends and Factors Influencing the Memory Trade: AI-Driven Storage Demand: This is arguably the most impactful trend. Artificial intelligence workloads require massive amounts of high-bandwidth memory (HBM) and high-capacity storage. HBM (High Bandwidth Memory): AI accelerators, such as NVIDIA's GPUs, heavily rely on HBM to process vast datasets quickly. The demand for HBM is outstripping supply, leading to higher prices and increased revenue for manufacturers. NAND Flash for AI Data Centers: AI training and infere

$SanDisk Corp.(SNDK)$   $Procter & Gamble(PG)$   $Abbott Laboratories(ABT)$   Today's Big Picture Economy Stronger Than Expected The economy grew faster than initially reported last quarter. Unemployment claims hit their lowest level in over a year. Inflation held steady at 2.8, still above the Fed's 2.0 target but not getting worse. Translation: the Fed has no reason to cut rates anytime soon. Consumer Giants Feeling the Squeeze Procter & Gamble $PG and Abbott $ABT are selling less stuff even after cutting prices. McCormick $MKC said

SanDisk’s move is supercycle fundamentals + late-stage price action happening at the same time. 1) Early in the storage supercycle, or late-stage momentum? Fundamentals: still early-to-mid. Price action: late-stage momentum. Why the cycle can still be early-to-mid: AI data growth is not a one-quarter story. It is multi-year. Enterprise SSD demand tends to follow compute build-outs with a lag, and once it tightens, pricing can stay firm for longer than people expect. Supply discipline (capex restraint) can keep the cycle “cleaner” than past boom-bust NAND eras. Why the stock looks late-stage: +90% YTD and parabolic behaviour often means “great story, crowded trade”. When a name goes vertical, the next phase is usually volatility expansion: sharp dips, violent squeezes, then consolidation. E

With a YTD gain of about 90%, investors are debating whether SanDisk is still in the early phase of a storage supercycle or approaching late‑stage momentum. The $490 target suggests potential further upside, but it also raises the question of whether expectations are becoming stretched. SanDisk stands out as a pure‑play memory stock, while diversified alternatives like Micron (MU) and Western Digital (WDC) offer broader exposure. The key consideration is balancing the strong recent performance against the risk of valuation adjustments in the memory sector. Opinions are split on whether to chase the momentum or stay cautious. End of‑ day, I'm taking a neutral position on SanDisk, acknowledging the strong momentum and analyst optimism while also watching for potential overvaluation and marke

Buy buy buy. It's not too late. Just like gold and silver, the momentum is strong and forward PE is low. Or at least lower then most tech stocks. A new wave is demand for high bandwidth memory.  $Micron Technology(MU)$   $SanDisk Corp.(SNDK)$ bullish $Western Digital(WDC)$  bullish

Economic Preview: Key Data Releases for January 2026 (week of 12Jan2026) Inflation Indicators The primary economic figure to monitor in the coming week is the Consumer Price Index (CPI). The previous CPI reading stands at 2.7%, serving as a key benchmark for inflation. This data point will be closely analysed by the Federal Reserve as it considers its next decision regarding interest rates. In addition to the CPI, the Producer Price Index (PPI) is another significant measure of inflation to observe. The most recent month-over-month PPI data for November was 0.3%. The PPI reflects inflation at the producer level and is often seen as a leading indicator, as increases in producer costs can eventually be passed down to consumers. Bond Market Activity It is also important to keep an eye on the

Market Drivers Behind the Recent Rally 1. Tight supply and AI demand are foundational. Micron’s share price has surged significantly, with its market capitalisation topping US$400 billion as investors price in limited memory supply and robust AI infrastructure demand. Micron and its peers have sold out high-bandwidth memory (HBM) capacity through 2026, indicating very strong order books relative to available production capacity. This tightness underpins pricing power.  2. AI memory workloads are structural. Cloud and AI data centre demand for DRAM, NAND and especially HBM has transformed end market dynamics, with memory chips becoming critical infrastructure components rather than commodity items. Global memory shortages driven by AI workloads have been documented as a structural shif