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Started By
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Anyone investing in Sandisk?
Posted on 2/16/26 at 10:57 am
Posted on 2/16/26 at 10:57 am
Obviously it exploded last year but analysts think it will keep going. Anyone recently in on this or considering getting in?
This post was edited on 2/16/26 at 11:20 am
2
Posted on 2/16/26 at 11:20 am to LChama
Yeah my iPhone autocorrected. Sitting on the beach.
Posted on 2/16/26 at 12:04 pm to Neauxla
Hard to time top or bottom here. But memory prices are inflated by "AI demand".
If the current wobble in AI confidence continues, the cyclical market of flash will send prices crashing.
Feels like I would be taking profits here and taking risk off the table
If the current wobble in AI confidence continues, the cyclical market of flash will send prices crashing.
Feels like I would be taking profits here and taking risk off the table
Posted on 2/16/26 at 12:37 pm to UltimaParadox
It’s a small difference but you need to differentiate between memory and storage. Sandisk makes storage, Micron makes primarily memory. Memory is how you computer or AI balance a number of tasks at the same time while storage is how much can it remember (and a storage differentiator is how fast it can access its data)
Posted on 2/16/26 at 1:32 pm to Upperdecker
quote:
It’s a small difference but you need to differentiate between memory and storage. Sandisk makes storage, Micron makes primarily memory. Memory is how you computer or AI balance a number of tasks at the same time while storage is how much can it remember (and a storage differentiator is how fast it can access its data)
Correct, but my point still stands. Even NAND flash prices have increased due to "AI demand". Also storage such as NAND flash is generally referred to as NAND Flash memory.
DRAM and NAND flash are made in the same places
Samsung, SK Hynix, Micron are part of the big 3 of both.
Cyclical products
This post was edited on 2/16/26 at 1:36 pm
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