SNDK surges—this is news. An entire storage sector rally is called a trend!

After the Sandisk Investor Day sparked the行情, Micron, SK hynix, and DRAM didn’t spike and then pull back. Instead, they kept breaking upward—this is no longer a single-point trigger.

$MU is back above 1000, $SKHYNIX is above 1220, and DRAM prices have also broken above 60. Money is using sector-wide resonance to confirm the AI storage logic.

A real trend is never about how much one day rises, but whether after the previous winner rallied, capital is willing to keep buying the next one.

Next, the sector may trade with volatility, and profit-taking will happen. The key support won’t be broken; pullbacks are more like a show of strength through rotation.

If you still treat this round of action as a Sandisk-only surge, it’s easy to miss the fact that capital has already spread across the whole industry chain.