I believe the rally in NAND flash stocks like SanDisk
$SanDisk Corp.(SNDK)$ still has room to run. The AI boom is driving structural demand for data storage in servers and data centers, while supply remains tight after years of production cuts. With major manufacturers shifting capacity toward HBM, NAND prices are likely to stay firm, supporting strong earnings momentum.
Although valuations have risen, fundamentals remain solid. SanDisk’s multiple price hikes and improving margins reflect real pricing power, and even after a massive rally, its valuation still lags Nvidia’s. That suggests the market hasn’t fully priced in its long-term AI-driven growth potential.
For now, I prefer to stay invested rather than take profits. The memory upcycle is far from over, and I’d consider adding on dips as AI infrastructure expansion continues to fuel demand through 2026.
$Micron Technology(MU)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$
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