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This storage industry line is emerging again: SanDisk surged over 11% tonight, and the NAND price hike story is still spreading upward. Putting it together—AI has raised the overall demand for memory and flash storage to a new level, and the price hike wave is burning from upstream all the way to the end user. There is actually a corresponding mapping in the crypto world; several storage perpetuals (like $SNDK ) are following this trend. But I have to remind you: an upward industry logic doesn’t mean chasing at the current price is right. Things hitting new highs are most likely to pull back the day you jump in. Understanding the narrative is one thing, protecting your ammo is another.