Допис

#SandiskSP100AIFocus Getting into the S&P 100 was the catalyst. Staying there is about execution 👀 Sandisk jumped 10.99% before inclusion, then slipped 1.4% once passive buying was done. What caught my attention is data center revenue surged 437% YoY. With the index boost behind it, AI storage demand now has to justify the valuation. Micron's Sep 30 earnings could be the reality check: is this a Sandisk story, or an industry-wide storage boom?