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SanDisk $2,100—this increase is shocking. It’s been on an all-out rally, up more than 7 times year to date.
Before, I didn’t buy SanDisk; mainly I bought Micron. I thought the value of HBM has higher barriers and is “tougher,” while NAND is more cyclical.
In fact, storage demand is only getting bigger. Whether it’s HBM or NAND, demand is extremely strong.
If you don’t get your understanding right, you can’t earn this kind of money.