$SNDK Musk makes a major announcement: AI compute demand won’t fall—it will increase! SanDisk is firmly bullish!
Brothers, I just saw a major piece of news: Musk has clearly said he will not slow down cutting-edge AI development. He also proposed a cross-lab testing mechanism and emphasized that the related testing, evaluation, and defensive agents will all increase compute demand. In addition, the equipment for Giga Texas has been ordered, with expected outcomes by the end of next year.
What does this mean for SanDisk?
If compute demand doesn’t decline but increases, it means AI data centers’ need for high-capacity, high-performance storage will only get stronger. The market outlook for storage chips simply hasn’t deteriorated—so-called “AI efficiency improvements will shake storage demand” is directly slapped down by Musk!
Looking at the market, SanDisk has stabilized around 1570. The panic selling that drove funds out earlier has basically been digested. The fundamentals remain intact—stay firmly bullish!
I followed along with Shage and held the long positions. Around the current price, you can start a small long position. Place defense below 1550. For upside targets, first look at 1620; if it breaks through, watch 1650!
The AI narrative is far from over, and the “storage is essential” logic is still there. This pullback is a golden opportunity! 🔥
#Zama在以太坊开放16个机密Morpho金库
Brothers, I just saw a major piece of news: Musk has clearly said he will not slow down cutting-edge AI development. He also proposed a cross-lab testing mechanism and emphasized that the related testing, evaluation, and defensive agents will all increase compute demand. In addition, the equipment for Giga Texas has been ordered, with expected outcomes by the end of next year.
What does this mean for SanDisk?
If compute demand doesn’t decline but increases, it means AI data centers’ need for high-capacity, high-performance storage will only get stronger. The market outlook for storage chips simply hasn’t deteriorated—so-called “AI efficiency improvements will shake storage demand” is directly slapped down by Musk!
Looking at the market, SanDisk has stabilized around 1570. The panic selling that drove funds out earlier has basically been digested. The fundamentals remain intact—stay firmly bullish!
I followed along with Shage and held the long positions. Around the current price, you can start a small long position. Place defense below 1550. For upside targets, first look at 1620; if it breaks through, watch 1650!
The AI narrative is far from over, and the “storage is essential” logic is still there. This pullback is a golden opportunity! 🔥
#Zama在以太坊开放16个机密Morpho金库
