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#sandisk сделали ребрендинг, типа прошлый опыт был не такой удачный с картами памяти, теперь всё будет иначе. Посмотрим)

【💰 交易市場｜一年內股價狂飆逾 41 倍！為何 SanDisk 能在眾多 AI 概念股中脫穎而出？】 #AI#SanDisk#SNDK SanDisk 執行長 David Goeckeler 於 2026 年領軍公司專注儲存業務，帶動股價自低點起算狂飆逾 4,155%。 公司第三季營收達 59.5 億美元且毛利率高達 78.4%，目前市值規模已與麥當勞及百事公司並列。儘管 Citron Research 指出循環高點風險並建立空頭部位 — 美光警告產能缺口仍將延續。 📍閱讀全文： https://abmedia.io/sandisk-stock-surge-4100-percent 📍 訂閱鏈新聞頻道：https://linktr.ee/abmedia.io

【🤖 AI人工智慧｜HBM 後 AI 記憶體瓶頸是 HBF？圖靈獎得主 David Patterson：推論將重新定義儲存架構】 #HBM#SK海力士#SanDisk 圖靈獎得主、UC Berkeley 教授 David Patterson 於 4 月 30 日指出，AI 邁向大規模推論將讓 HBF 成為定義架構的新瓶頸。 SK 海力士與 SanDisk 透過 3D 堆疊 NAND 技術提供低功耗大容量—解決 HBM 無法負荷的龐大上下文與推論中間資料儲存需求。隨著金正浩預測 HBF 需求將在 2038 年超越 HBM，記憶體競賽正從產能之爭轉向階層重組。 📍閱讀全文： https://abmedia.io/hbm-ai-hbf-david-patterson 📍 訂閱鏈新聞頻道：https://linktr.ee/abmedia.io

🚀 Investor Shifts Focus from Oil to U.S. Stock Market On April 13, Hyperinsight reported that the largest holder of short positions in crude oil on Hyperliquid, identified as address 0xa65, closed their loss-making positions last week and briefly attempted to go long in an effort to capitalize on a market bottom. According to BlockBeats On-chain Detection, the investor subsequently closed these positions and exited the oil market entirely. The investor has now shifted their focus to the U.S. stock market, specifically the storage sector. They have retained two long positions opened earlier this month in Micron Technology (MU) and SanDisk (SNDK), with a total holding size of $5.4 million. The current floating profit from these positions has reached $1.15 million. #Investor#OilMarket#USStockMarket#MicronTechnology#SanDisk#Investing#StockMarket#Finance#MarketShift#Hyperliquid#BlockBeats