$SNDK Big news! If you store this wave of good news for real, the three major manufacturers have reportedly locked in most of their 2027 capacity with no rush to expand production. AI companies are still willing to pay premium prices to secure chip supply, which could leave the market facing an even bigger supply shortage next year. When demand keeps outpacing supply, pricing power stays with the producers. $MU , $SKHYNIX , and SNDK are in a strong position to benefit from this cycle. The long-term trend still points higher—use pullbacks as opportunities to build long positions.