Post
CryptoTrader46
$SNDK previously stated that the storage supply-demand gap wouldn't be filled until 2028, so why is it falling?
The logic hasn't changed, but the market is pricing in a peak profit in 2027 ahead of time. ChangXin announced a breakthrough in 4F² technology, and the market's first reaction wasn't "China's chip rise," but rather "storage chips will become dirt cheap in the future."
SanDisk's fundamentals are fine—the NAND supply-demand gap won't peak until Q1 2028.
#SepCPIHikeWatch
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
$81,996.7+0.01%
ETH/USDTEthereum
$2,426.75+0.01%
SOL/USDTSolana
$104.66+0.01%
Today’s market buzz
1#TeslaRoadsterUnveiled
Hot
2#USCPIAndPPITopForecasts
3#SpaceXQ3Earnings
