$SNDK has seen strong movement recently as NAND flash pricing continues to rise.
Key supply-side trends:
NAND prices are up significantly over the last quarter
Major manufacturers report tight allocation through 2026
New fab capacity is not expected until later in the decade
Industry commentary suggests prolonged supply constraints
A structural shift is forming in storage demand, driven by AI infrastructure, where high-performance compute is absorbing a large share of available supply.
This raises an interesting comparison with decentralized storage networks like Filecoin ($FIL), which aim to provide distributed storage alternatives as centralized storage costs increase.
CMC listing: [https://coinmarketcap.com/currencies/filecoin/](https://coinmarketcap.com/currencies/filecoin/)
Would be interested in thoughts on whether decentralized storage demand increases meaningfully in a constrained supply environment.
