Donald Trump has just seized a

Donald Trump has just seized a second Russian-flagged oil tanker and the $S&P 500(.SPX)$, $Dow Jones(.DJI)$ and $NASDAQ(.IXIC)$ were all shaken at today’s market opening. The stock rally would lose some steam this week. Since the valuation logic of AI-related stocks has been structurally shifted by Nvidia, and AI memory stocks are rallying upwards, it is too risky to chase memory stocks at their high level. Both $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ are on my watchlist for long term investment. With Trump’s Venezuela missives slamming the brakes on stock rally presently, it is worth waiting a bit for the stocks pullback to buy the dips. Thanks @Tiger_comments @TigerStars @Tiger_SG

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?

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":519285107884328,"tweetId":"519285107884328","gmtCreate":1767801591708,"gmtModify":1767803121655,"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":[],"fanSize":653,"starInvestorFlag":false},"themes":[{"themeId":"20354c1a80c442aaa81df59e8ec3408e","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SanDisk Explodes On Pricing Power: Would Supercycle Continue Given +37% Last Week?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":20354c1a80c442aaa81df59e8ec3408e}&rnconfig={\"headerBarHidden\": true}","description":"SanDisk surged 12% on Friday, capping a 37% weekly gain, as the storage rally reignited after a brief pullback. \nSanDisk expects to double prices for enterprise SSDs in Q1 2026, citing strong server and data center demand. \nCounterpoint 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.\nIn the storage supercycle, do you prefer NAND leaders like SanDisk or DRAM-focused players?","image":"https://community-static.tradeup.com/news/01fb544710bfb44a79866be5eeb61fbe"}],"images":[{"img":"https://community-static.tradeup.com/news/09176ab842160914d34e3b8954feaa67"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/09176ab842160914d34e3b8954feaa67"}],"html":"<html><head></head><body>Donald Trump has just seized a second Russian-flagged oil tanker and the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>, <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> and <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> were all shaken at today’s market opening. The stock rally would lose some steam this week. Since the valuation logic of AI-related stocks has been structurally shifted by Nvidia, and AI memory stocks are rallying upwards, it is too risky to chase memory stocks at their high level. Both $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ are on my watchlist for long term investment. With Trump’s Venezuela missives slamming the brakes on stock rally presently, it is worth waiting a bit for the stocks pullback to buy the dips. Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </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/09176ab842160914d34e3b8954feaa67\"></t-t></body></html>","htmlText":"<html><head></head><body>Donald Trump has just seized a second Russian-flagged oil tanker and the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>, <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> and <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> were all shaken at today’s market opening. The stock rally would lose some steam this week. Since the valuation logic of AI-related stocks has been structurally shifted by Nvidia, and AI memory stocks are rallying upwards, it is too risky to chase memory stocks at their high level. Both $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ are on my watchlist for long term investment. With Trump’s Venezuela missives slamming the brakes on stock rally presently, it is worth waiting a bit for the stocks pullback to buy the dips. Thanks <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </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/09176ab842160914d34e3b8954feaa67\"></t-t></body></html>","text":"Donald Trump has just seized a second Russian-flagged oil tanker and the $S&P 500(.SPX)$, $Dow Jones(.DJI)$ and $NASDAQ(.IXIC)$ were all shaken at today’s market opening. The stock rally would lose some steam this week. Since the valuation logic of AI-related stocks has been structurally shifted by Nvidia, and AI memory stocks are rallying upwards, it is too risky to chase memory stocks at their high level. Both $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ are on my watchlist for long term investment. With Trump’s Venezuela missives slamming the brakes on stock rally presently, it is worth waiting a bit for the stocks pullback to buy the dips. Thanks @Tiger_comments @TigerStars @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/519285107884328","repostId":0,"isVote":1,"tweetType":1,"viewCount":406,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[".IXIC",".DJI",".SPX"],"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":593,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/519285107884328"}