$SNDK The storage sector has entered a phase of structural differentiation. In the short term, remarks from the management at SK Hynix have triggered profit-taking and oscillation in the sector, but the medium- to long-term “data storage must-have” logic brought by AI compute demand has not been overturned.

SanDisk’s main business is NAND flash, which benefits deeply from the expansion in demand for AI servers and high-capacity SSDs. Multiple leading investment banks’ latest views are clear: the shortage landscape for storage chips is expected to persist, and chip prices in the third quarter still face upside expectations. The earlier price pullback has been sufficient, risks have been released, and buy orders at low levels continue to return steadily.

Establish a 50x long position based on the support range at 1557.33, betting on a rebound after the sector’s sentiment repair.

As capital returns to the storage track, the price has risen to 1605.67. The current unrealized profit on the position is 149.59%, and the bullish swing-trading thesis is gradually playing out. $BANK $DEXE #GOOGL财报亮眼但盘后跌超3%