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Sandisk's S&P 100 entry looks like a useful test of positioning versus fundamentals. Shares rose 10.99% in the final session before inclusion, then slipped about 1.4% on Sep 21 as passive allocation completed. The stronger signal now is FY2026 data center revenue, up 437% YoY. Micron's Sep 30 earnings could help distinguish an industry-wide storage cycle from company-specific momentum. #SandiskSP100AIFocus