$SanDisk Corp.(SNDK)$ AI lit up compute and networking in 2023–2024, but the real storage-heavy phase starts after 2025.
As AI moves from training to inference and real enterprise deployment, enterprise SSDs shift from supporting roles to core infrastructure.
That’s the inflection point SanDisk has been waiting for — not a short-term trade, but a true cycle turn. Holding this one feels solid.
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