πππStorage is the new compute and the market has finally woken up!
$SanDisk Corp.(SNDK)$ and
$Western Digital(WDC)$ are absolutely on fire right now because they have transformed from cyclical commodity players into the indispensable backbone of the AI revolution. Their latest earnings didn't just beat expectations. They shattered them!
The NAND supply squeeze: AI models need massive ultra fast storage and SanDisk is capitalising on this with its Enterprise SSDs, seeing its margins explode as NAND prices are projected to jump 50% in early 2026 alone.
Western Digital is reaping an AI infrastructure harvest as hyperscalers flock to their high capacity HAMR and UltraSMR hard drives for cost effective mass storage.
As long as AI requires massive amounts of data, SanDisk and Western Digital will continue to grow exponentially in the future.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
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