Up about 1,000% in a year, and fresh blocks just picked up 400 of the $900 calls expiring in 2027. Worth noting: this is the HDD business, the NAND part was spun off as SNDK. $Western Digital(WDC)$ is the cheap, mass-storage backbone for AI infrastructure. Moving averages are stacked, and the uptrend is intact.
$SanDisk Corp.(SNDK)$ This stock has strong momentum, finally trading inside the upper Bollinger band and possibly closing inside the upper band (under $2080) for its third day.
Western Digital, Seagate Technology, and Sandisk continue to push into fresh all-time highs as momentum remains strong across the storage sector heading into Micron Technology's earnings next week. What's even more notable is that the strength hasn't faded yet. There's a case to be made that these names could have further upside if the trend continues. Targets I'm watching: * $Western Digital(WDC)$ → $850 * $Seagate Technology PLC(STX)$ → $1,250 * $SanDisk Corp.(SNDK)$ → $2,400 Storage remains one of the most powerful leadership themes in the current market cycle.
Looking at the list of the top 20 fastest-growing AI infrastructure companies, a few names really stand out. $Lumentum(LITE)$ (Lumentum) is up 56%, $Applied Optoelectronics(AAOI)$ (Applied Optoelectronics) is up 111%, $SanDisk Corp.(SNDK)$ (Sandisk) is up 110%, $IREN Ltd(IREN)$ is up 95%, and $SUPER MICRO COMPUTER INC(SMCI)$ (Super Micro Computer) is up 82%. This list shows the AI era is about much more than just GPU chips. Optical fabrics and ultra-fast storage are the real unsung heroes. The massive growth of AAOI (111%) and LITE (56%) highlights
$SanDisk Corp.(SNDK)$ A few key points to consider. The $42 billion in contracted AI-related revenue, along with the shift in pricing terms, gives Sandisk more predictable demand and earnings visibility. Moving forward, it's worth watching how much of the future contract volume is tied to AI workloads, the renewal rates on existing deals, and how the $1,980.10 price tracks against earnings and cash flow over time.
$SanDisk Corp.(SNDK)$ Leopold Aschenbrenner is reportedly up nearly 700% on his position after disclosing a $12.9M stake. He initially reported the position back in Nov 2025 when shares were around $250. The big picture takeaway is that this is another example of how timing and early positioning in semis can massively compound when the cycle expands. Momentum has clearly been strong since then, but the key question now is how much of the move is already priced in after such a vertical run.
$SanDisk Corp.(SNDK)$ An absolute monster. Hit a new all-time high. It's up roughly 700% from my first entry. I haven't even considered trimming—holding through this add-back has felt effortless. Momentum and structure still seem to be saying "let it ride."