Although valuations have risen, fundamentals remain solid. SanDisk’s multiple price hikes and improving margins reflect real pricing power, and even after a massive rally, its valuation still lags Nvidia’s. That suggests the market hasn’t fully priced in its long-term AI-driven growth potential.
For now, I prefer to stay invested rather than take profits. The memory upcycle is far from over, and I’d consider adding on dips as AI infrastructure expansion continues to fuel demand through 2026.
$Micron Technology(MU)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$
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