Buy FIL by Jul 12, 2026.

$SNDK has seen strong movement recently as NAND flash pricing continues to rise. Key supply-side trends: NAND prices are up significantly over the last quarter Major manufacturers report tight allocation through 2026 New fab capacity is not expected until later in the decade Industry commentary suggests prolonged supply constraints A structural shift is forming in storage demand, driven by AI infrastructure, where high-performance compute is absorbing a large share of available supply. This raises an interesting comparison with decentralized storage …