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The recent storage-sector rally isn’t purely speculative. ✔ AI demand continues to boost HBM, server memory, and enterprise SSDs. Manufacturers are shifting capacity toward higher-margin products, keeping traditional storage supply relatively tight. ✔ Strong earnings from Hynix and Micron, along with SanDisk’s aggressive long-term targets, have pushed investors to revalue the entire sector. That said, storage prices are still rising but the pace has slowed from Q1. HBM and server memory remain strong in the medium term, while additional flash capacity could start easing supply pressure by H2 2027. I shorted $SNDK around 1542, mainly expecting a pullback after the huge rally. But the trend remains strong, with regular-session close around 1528 and after-hours price near 1570 on heavy volume. So I’m treating this as a short-term trade and won’t blindly add. Key levels: • 1580–1600: Major resistance • Below 1520: Short thesis strengthens • 1480 → 1450: Downside targets • Above 1600–1610 with strong volume: Cut the short immediately The bigger storage trend may still have room to run, but SNDK’s one-day surge looks overheated enough for a correction. Rather than trying to predict the exact top, I’ll focus on risk levels and wait for confirmation. #SandiskLongTermTargets #AMDLargestBondDeal #StrategySellsBTCAgain