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#JaneStreetAddsSandisk

Q: What is JaneStreetAddsSandisk?

JaneStreetAddsSandisk is Filings show Jane Street held 7.41M Sandisk shares, 5%, on July 30 after adding 6.25M, a 540% increase. Sandisk became its second-largest single-stock holding after SPY. Shares surged on long-term targets and customer deals, then retreated as AI-storage valuations were reassessed. Unlike HBM for AI training, NAND and enterprise flash rely more on data-center growth, inference, storage and buying cycles. Can AI data growth sustain orders, NAND prices, margins and cash flow after capacity expands?. Follow this topic on OKX Orbit for the latest community posts and token insights.

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About JaneStreetAddsSandisk

Filings show Jane Street held 7.41M Sandisk shares, 5%, on July 30 after adding 6.25M, a 540% increase. Sandisk became its second-largest single-stock holding after SPY. Shares surged on long-term targets and customer deals, then retreated as AI-storage valuations were reassessed. Unlike HBM for AI training, NAND and enterprise flash rely more on data-center growth, inference, storage and buying cycles. Can AI data growth sustain orders, NAND prices, margins and cash flow after capacity expands?

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