Publier

In the coming week, I remain bullish on $SNDK and $MU, but the logic is no longer simply "AI driving storage price increases." What truly deserves attention now is that storage supply and demand are becoming increasingly tight. AI servers are expanding rapidly, HBM consumes a large portion of production capacity, and traditional DRAM and NAND are also being driven up together. Manufacturers are not expanding production quickly, so the supply side is becoming tighter.