SanDisk is surging +16.49% today riding the same AI NAND super-cycle as MU — with 251%+ YoY revenue growth, structural shortages lasting 2-3 years, and hyperscaler demand accelerating — this is the…
AI NAND shortage: structural 2-3 year supply deficit+16.49% today, 300-800%+ YTD — momentum intactMarket regime: Risk-On, Strong Bull, VIX 17.02