AI Memory storage is still und

AI Memory storage is still under supply according to several reports written by brokerage houses. MU had their order for 2026 all fully taken with all production capacity all fully taken up. Some reports mentioned that goes the same for 2027.

SNDK Sliding: Storage Trade Ends? Under $500 a Buy?

The tech selloff that began in software is now spilling into AI hardware, with storage stocks facing a sharp crowded-trade unwind. As risk appetite faded, high-beta leaders saw heavy profit-taking: SanDisk fell 12%, Western Digital nearly 11%, Micron Technology over 9%, and Seagate Technology about 7%. With six-month gains exceeding 1,100% for SanDisk and bullish targets piling up, expectations were stretched. This looks less like a fundamentals break—and more like a valuation reset after extreme optimism. Is this a healthy shakeout—or the start of a deeper de-rating for AI storage stocks?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":530596432470744,"tweetId":"530596432470744","gmtCreate":1770561821274,"gmtModify":1770561825527,"author":{"id":3555281390280161,"idStr":"3555281390280161","authorId":3555281390280161,"authorIdStr":"3555281390280161","name":"Sir Edinburgh","avatar":"https://community-static.tradeup.com/news/7fcc1f51bfebc515c8826ef49a993585","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.19","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"20354c1a80c442aaa81df59e8ec3408e","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SNDK Sliding: Storage Trade Ends? Under $500 a Buy?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":20354c1a80c442aaa81df59e8ec3408e}&rnconfig={\"headerBarHidden\": true}","description":"The tech selloff that began in software is now spilling into AI hardware, with storage stocks facing a sharp crowded-trade unwind. As risk appetite faded, high-beta leaders saw heavy profit-taking: SanDisk fell 12%, Western Digital nearly 11%, Micron Technology over 9%, and Seagate Technology about 7%. With six-month gains exceeding 1,100% for SanDisk and bullish targets piling up, expectations were stretched. This looks less like a fundamentals break—and more like a valuation reset after extreme optimism.\n\nIs this a healthy shakeout—or the start of a deeper de-rating for AI storage stocks?","image":"https://community-static.tradeup.com/news/01fb544710bfb44a79866be5eeb61fbe"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>AI Memory storage is still under supply according to several reports written by brokerage houses. MU had their order for 2026 all fully taken with all production capacity all fully taken up. Some reports mentioned that goes the same for 2027.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>AI Memory storage is still under supply according to several reports written by brokerage houses. MU had their order for 2026 all fully taken with all production capacity all fully taken up. Some reports mentioned that goes the same for 2027.&nbsp;</p></body></html>","text":"AI Memory storage is still under supply according to several reports written by brokerage houses. MU had their order for 2026 all fully taken with all production capacity all fully taken up. Some reports mentioned that goes the same for 2027.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/530596432470744","repostId":0,"isVote":1,"tweetType":1,"viewCount":71,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":202,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/530596432470744"}