$SNDK, $WDC, and $STX have all ripped over the past year, with $SNDK going especially parabolic.

What’s wild is these were considered pretty “old-school” names not long ago, and now they’re front and center in the AI trade. I’m trying to figure out if this is a real long-term inflection point or just AI hype lifting everything tied to data storage.

I’m also torn on entry here, Is $SNDK still worth chasing at these levels, or do $WDC or $STX offer a better risk/reward right now?

Curious how others are thinking about these names and which one you’d rather be holding today.