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01-05

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SanDisk Explodes On Pricing Power: Would Supercycle Continue Given +37% Last Week?
SanDisk surged 12% on Friday, capping a 37% weekly gain, as the storage rally reignited after a brief pullback. SanDisk expects to double prices for enterprise SSDs in Q1 2026, citing strong server and data center demand. Counterpoint Research now says the memory market has entered a “super bull cycle,” with pricing momentum even exceeding the 2018 peak. The sharp rebound highlights growing confidence in AI-driven storage demand—but also raises questions about sustainability after such a rapid run-up. In the storage supercycle, do you prefer NAND leaders like SanDisk or DRAM-focused players?
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