Post
Mian Bilal Ali
$SNDK First, it relies on NAND price increases to survive, and the price hikes are due to shortages—shortages will eventually be filled by new production capacity;
Second, its competitors are Micron, Kioxia, and SK Hynix, all capable of expanding production, so the moat is "technology rhythm" not "monopoly";
Third, the 1716 price already factors in the good expectations for 2028.
So buying SanDisk is not buying AI, it's buying "how long supply-demand tightness can last."
#OKXNOW:24x7MarketEra
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$83,579.5+0.01%
ETH/USDTEthereum
$2,470.45+0.01%
SOL/USDTSolana
$106.98+0.01%
Today’s market buzz
1#BTCETFInflowsContinue
2#SpaceXQ3RevenueUp161%
3#NetflixQ3ProfitBeat
