Aqa
04-09 22:42
Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. $Seagate Technology PLC(STX)$ is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks @Tiger_comments @1PC @icycrystal @TigerStars @Tiger_SG
SanDisk Surges to Record $851! AI Storage Enters a New Pricing Era?
SanDisk soared 9.05% to $851.57, touching an intraday high of $855 to set a fresh all-time record, as the AI storage momentum narrative gains validation from both media and institutional channels. Tight NAND flash supply combined with rising edge-inference storage demand has prompted a steady upward revision in full-year free cash flow estimates. Where is SanDisk's next price anchor? Micron also climbed 3.63% to $421.51, rising for a third consecutive session with a cumulative gain exceeding 14% — how far can the storage bull run go?
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