Hello everyone!

SanDisk's stock price has already reached $2,100, and the upward trend continues.

These past few days, many investment banks and analyst articles have already mentioned that storage will continue to be in short supply next year, with new capacity increases only coming in 2028. In reality, it's still a case of supply falling short of demand, with the rate of demand growth far exceeding the rate of effective supply. Some people are talking about the storage cycle ghost story again. Here, I clearly express my view: in the AI era, storage has become a strategically scarce resource, not a commodity. This is a change of the times. Unlike other segments of the AI infrastructure industry chain, it's not just AI infrastructure that needs storage; the massive amounts of data generated by inference and physical AI also require vast amounts of storage. The demand is endless….

Some individual stocks in the AI infrastructure industry chain have already priced in performance for the next few years, and their valuations have reached terrifying levels. After all, they are hardware stocks; their prices can't go to the sky. Ultimately, it still comes down to performance.

As the saying goes, holding onto storage chip stocks allows you to sleep soundly, unafraid of short-term fluctuations. Hitting new highs repeatedly is the norm.

Market consensus is forming, valuations are rising. Let's move forward and cherish the moment!