Postingan

The real significance of this storage cycle becomes much clearer when you look at SanDisk’s long-term outlook. SanDisk is targeting 80% gross margins before 2030, while also planning to return 100% of remaining cash to shareholders once production begins. That level of confidence says a lot about how management views the current memory upcycle. And the pricing environment supports the thesis. Server DDR5 prices rising 15%–23% in a single month isn’t just a one-off move—it reflects a broader supply-demand imbalance in the memory market. These are slow-moving fundamentals. They don’t play out in one night or get fully captured by a single price spike. Once the underlying cycle is established, the story develops quarter by quarter through earnings, pricing, margins, capacity, and cash flow. The three major storage players will likely take turns leading the move. So protect your ammunition. Don’t chase the highs because of one strong night, and don’t panic-sell the lows because of one weak session. The real game is the cycle—not a single candle. 📈 $SNDK $MU $SKHYNIX #CPIPPIEaseFedSplit #SP500Nears8000