$Micron Technology(MU)$ AI datacenters don't run on GPUs alone. They run on memory and storage too. My top 5 AI memory/storage plays: MU — The purest U.S. AI memory play. HBM and DRAM demand keeps exploding as AI servers require more bandwidth and capacity. $SanDisk Corp.(SNDK)$  — NAND is becoming a critical layer for AI inference, KV cache and massive datasets. Flash demand should keep rising as AI workloads scale. $Western Digital(WDC)$  — AI generates mountains of data that have to live somewhere. Training datasets, inference logs, embeddings and outputs create recurring storage demand long after the GPU is installed.

$SanDisk Corp.(SNDK)$ WDC is at 421 now. It should turn solidly green soon.

$SanDisk Corp.(SNDK)$  Price is sitting right around the 20 MA and still above the 50, 100, and 200 MAs, which leans bullish. RSI at 52.7 is mildly positive. MACD is positive at 50 but still below the signal line at 60, so momentum looks like it's weakening a bit. Volume has been fading slightly, which is more neutral. EPS revisions have been strong, revised up 13 times. Average target from 25 analysts is $2,136, implying about 24% upside. The real question is whether this holds the uptrend or drifts sideways over the coming weeks. $Roundhill Memory ETF(DRAM)$  $iShares Semiconductor ETF(SOXX)$ 

$SanDisk Corp.(SNDK)$ Really looking forward to what's coming. Honestly, I almost feel a little sorry for the shorts right now. Just imagine what a squeeze could look like going forward.

$SanDisk Corp.(SNDK)$  Still waiting with limit buys in the 1640s. I can wait.

$SanDisk Corp.(SNDK)$ Looks like $Micron Technology(MU)$  could break back above 2000 again. Buckle up.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  Love it. Fed's Williams sees no urgency for the next rate hike, according to Reuters. New York Fed President John Williams said the central bank has time to weigh incoming data before deciding when to raise rates again after September's quarter-point move to a 3.75%–4% target range. He said at the University at Buffalo that with the policy action taken at the September meeting, there is no need for urgency. If the economy tracks his forecast, he said one further upward adjustment late this year may be appropriate. CME FedWatch showed October hike odds falling to about 51.5% after his remarks, from nearly 70% earlier in t

$SanDisk Corp.(SNDK)$  The last two earnings reports triggered selloffs, but this one feels different. It could catch people by surprise. Would be good to see it close around 1,748.

$Tesla Motors(TSLA)$ Looks like another save attempt by $352. Still holding TSLA.

$SanDisk Corp.(SNDK)$ When the tone in here starts turning negative and people get upset constantly, that usually feels like a sign it's time to buy. Keeping emotions in check matters if you want to play the game.

$SanDisk Corp.(SNDK)$ Let's see if we can get a 1780-1800 open. Need to get back above 1830 soon. Could happen easily if momentum picks up. Rally time.

$SanDisk Corp.(SNDK)$ This fake overnight drop looks like another incredible buying opportunity. With $400 EPS in buybacks per year and the insatiable NAND demand, I think this could reach $30,000 over the next couple of years.

$SanDisk Corp.(SNDK)$ Nothing has changed here. Capacity is still sold out, and there are long-term contracts through 2030. All the noise around AI model development doesn't affect that. We already have AI models demanding memory beyond capacity through 2030. That's the very reason the stock bounced so hard after the AI cyber security scare. People realized the money is still flowing in, and demand keeps growing as more people use AI. I couldn't imagine doing my job without ChatGPT after having access to it. Reality has changed, and that genie isn't going back in the bottle. MU's earnings report will shed more light on growing demand, but we don't even need to see that. Just think about how much AI is engraving itself into our lives. It's her

$SanDisk Corp.(SNDK)$ The multi-year storage outlook still looks intact, and geopolitical tensions seem to be easing.

$SanDisk Corp.(SNDK)$ Went from $1,500 to $1,900 in a few days. $2,000 eow is still on the table. Let's see if we can get the next big green candle.

$SanDisk Corp.(SNDK)$ This looks like a shakeout before the next move up.

$Tesla Motors(TSLA)$  Semi looks like the next robot hiding in plain sight. Tesla is already validating truck-specific FSD. The logical first driverless deployment seems to be predictable factory-to-factory freight routes, with known roads, Tesla-controlled depots and Megacharging at both ends. Master the route, remove the driver, and it can run nearly 24/7. Robotaxi moves people. Autonomous Semi moves the economy.

$SanDisk Corp.(SNDK)$ Short positions should be covered before fair value is reached at $4200. The Gold Rush target remains $8500.

$SanDisk Corp.(SNDK)$ The system's signal today is a buy. The bullish kicking pattern has now been confirmed with prices crossing above the confirmation level at 1614.39, and the valid average buying price currently stands at 1641.34. Weekly stochastics crossed over in mid August.

$SanDisk Corp.(SNDK)$  Took profit too soon, but I'm back in now that it held 1,600. Will see if the S&P 100 inclusion and MU earnings next week push this to 1,650, then 1,700, and test 1,800 again. Could happen heading into MU earnings at the end of the month.