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Storage Trio Rally: AI Super Cycle Fuels Bullish Sentiment The US storage sector has been on fire, with Micron $MU, SK Hynix $SKHYNIX, and SanDisk $SNDK leading a powerful two-day rally on August 12–13. On August 12, all three jumped sharply, while other memory stocks like Western Digital, Seagate, and Kioxia also posted strong gains. South Korea’s Samsung and SK Hynix followed with major rallies as well. Then on August 13, SanDisk became the main catalyst after revealing an extremely bullish long-term outlook at its 2026 Investor Day. The company expects strong revenue growth through 2028–2030, with gross margins around 80% and operating margins near 75%. Shares surged over 17% intraday and closed up 13.67%, lifting the entire storage sector. Several factors are supporting the move, including softer US inflation, improving rate expectations, stronger storage-market forecasts, and institutional interest in memory-chip companies. But the biggest driver is clearly AI demand. From HBM to enterprise SSDs, storage is becoming critical infrastructure for AI, especially as the industry moves from training toward large-scale inference. This rally looks like a strong market signal that the AI-driven storage cycle could have much further to run. And I’m still crying over missing the chance to sell my SanDisk at the top 😭😭😭 #CPIPPIEaseFedSplit #TrumpTruthAPILawsuit #HormuzPressureRises