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Everyone thought SanDisk was rallying because NAND prices were going up. That’s not the real story. SanDisk just jumped 11.9% in a single session, closing at $1740 and becoming the S&P 500’s biggest gainer of the day. And the interesting part? NAND price growth is actually slowing. So why is money pouring into storage? Because the market is starting to understand something simple: AI doesn’t just need GPUs. It needs an enormous amount of storage. #DailyOrbit