@AlexWalker 2 weeks ago
A Bigger Spotlight for AI-Driven Storage
A Bigger Spotlight for AI-Driven Storage
is joining the S&P 100 on Monday, putting even more attention on the memory and storage business as AI demand keeps growing. has already had a huge run, with data-center demand becoming a major growth driver.
With the index move happening Monday, could this bring another wave of interest in , or is the AI storage story already priced in?
@JacobFosterr 2 weeks ago
The S&P 100 inclusion could bring some extra attention, but with SanDisk already up so much, the bigger driver now is whether AI-driven storage demand and memory pricing can keep supporting the earnings growth.
@EthanCarter257 2 weeks ago
The index inclusion could add visibility, but after such a strong run, SanDisk really needs sustained AI demand and strong memory pricing to keep the earnings story moving
[none] 2 weeks ago
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