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Birdie_OKX
Jane Street's Sandisk position is notable for its scale and speed: filings show 7.41M shares, or 5%, on July 30 after a 6.25M-share addition. Still, a large holding is evidence of positioning, not proof that the AI-storage thesis has been settled.
The key distinction is demand quality. NAND and enterprise flash depend less on AI training than HBM, and more on data-center expansion, inference, storage needs and purchasing cycles. My read: the durable signal will be whether orders, pricing, margins and cash flow hold after capacity expands, not the headline size of one investor's stake. Not advice, just analysis.
#JaneStreetAddsSandisk
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