2026-01-16 09:26:09

Recently, the actions in the storage chip sector are worth paying attention to. SanDisk and Western Digital both hit new highs, with SanDisk rising over 9% and Western Digital also gaining more than 6%. Micron and Pure Storage each increased by over 3%.

Behind this rally, institutions have provided interesting insights. Bernstein analysts believe that AI-driven data growth is beginning an "unprecedented storage supercycle"—a statement with significant weight. They directly raised SanDisk's target price from $300 to $580, nearly doubling it.

Not only Bernstein is optimistic about this logic. Wells Fargo also followed suit with price adjustments: SanDisk from $230 to $380, Western Digital from $180 to $260, and Micron from $335 to $410. These adjustments are substantial, indicating that institutions are generally reassessing the growth potential of storage demand.

The volume of data for AI model training and inference is indeed changing the entire storage industry’s demand curve.

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OnChainDetective

· 5h ago

Wait, SanDisk from 300 to 580? This amplitude... is too neat, I need to find out who's behind this move. The collective price adjustment by institutions, we need to look at large transfer records to have a say—who got in first, how the funds are flowing... Just listening to stories isn't enough. "Unprecedented super cycle," just this one phrase doubled the target price? I feel like someone is trying to accumulate shares. This wave of increase is too uniform, it's suspicious, I need to monitor the subsequent movements of whale addresses. Bernstein and Wells Fargo singing together, is this really AI-driven narrative or another black box operation? Storage indeed can rise, but this pace... I always feel like big players are secretly watching retail investors.

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AirdropBuffet

· 5h ago

The current trend in storage chips looks real; the explosion of AI data definitely requires storage solutions. Did SanDisk double in price? Are institutions crazy or have they really seen something?

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VitalikFanAccount

· 5h ago

The recent trend in storage chips has institutional target prices doubling, which sounds a bit intense... but the growth in AI data is indeed a real demand, not just hype. Companies like SanDisk and Western Digital are catching the wave.

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BridgeTrustFund

· 5h ago

Regarding the storage supercycle, it feels like another overhyped concept... but this time, the data volume is indeed different. SanDisk's doubling of amplitude is a bit exaggerated; are institutions rushing to buy? AI data explosion is real, but can storage stocks capitalize on this wave of dividends? It depends on the subsequent supply chain. Target price of 580? I just want to know when SanDisk can stabilize at this level. The clustering of institutions adjusting prices makes me a bit cautious—is this consensus or a relay game? Are storage chips this time just riding the AI hype, or is there real demand? The key is the actual procurement volume from data centers.

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BoredStaker