Postaus

$31 BILLION BET ON AI STORAGE — BUT THE MARKET ISN’T BUYING IT. SanDisk and Kioxia just announced plans to invest $31B in Japan to expand 3D NAND production. Sounds bullish for AI infrastructure, right? Not so fast. The market’s real question is simple: Can AI inference and data-center demand grow fast enough to absorb all this new NAND supply? If yes, SanDisk’s long-term story stays intact, and this pullback could just be profit-taking. #DailyOrbit