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Market Alpha
$SNDK $BTC SanDisk and Kioxia plan to invest $31B in Japan to expand 3D NAND production, but the market isn’t cheering. The key question: can AI-driven enterprise SSD demand absorb the new supply? AI storage demand remains strong, but massive capacity expansion could pressure NAND prices and margins. The bigger signal: AI capex is rising, but markets now want to know—when does it pay off?
#WalshInflationRisk
#WalshInflationRisk
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