Jan. 30 at 2:24 AM
Hoping the market interprets
$SNDK‘s surging demand for NAND flash memory driven by AI infrastructure buildouts, as confirmation of sector wide AI growth, and we can expect some sympathetic upside moves in other storage and memory chip stocks tomorrow due to sector-wide tailwinds, including tight supply conditions, rising prices, and shared exposure to data center and hyperscaler customers.
Sympathy stocks,
$WDC shares a joint venture with Kioxia for NAND production and has significant overlap in flash memory and enterprise SSDs. It’s a direct peer in the data storage space, and positive NAND pricing dynamics benefit both.
$MU major competitor in NAND flash and DRAM memory chips, MU has seen similar lifts from AI-driven demand.
$STX competes in enterprise storage and benefits from the broader data center boom.
$NTAP : As a provider of data management and hybrid cloud storage solutions.
Also..
