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SanDisk is becoming an interesting one to watch because the debate now seems to be less about whether storage demand will grow and more about how much of that growth is already reflected in the valuation. I can understand both sides. On one hand, AI infrastructure, data centers and cloud workloads are creating huge amounts of data, which should naturally support demand for storage. If that continues, SanDisk could benefit from a much bigger structural trend rather than just another short memory cycle. But personally, this is where I start becoming a little more careful. A great business trend doesn’t always mean a great entry at any price. If expectations become too aggressive, even strong earnings can disappoint simply because the market wanted more. So for me, SanDisk is currently a battle between AI/storage growth potential and valuation expectations. I’m still positive on the long-term need for storage, but I’d rather watch whether earnings and margins can catch up with the optimism before getting too excited. #SandiskValuationSplit $SNDK