Diego Dattilo @p49sxpfz7y: "🚀 AI Doesn’t Run on..."

Italy

🚀 AI Doesn’t Run on Chips Alone. It Runs on Memory. When people think about Artificial Intelligence, the first name that usually comes to mind is $NVDA (NVIDIA Corporation) But behind every AI model lies a massive infrastructure made up of servers, data centers, memory, and storage systems. And this is exactly where SanDisk comes in. After its spin-off from Western Digital, the company focused entirely on NAND flash memory, becoming one of the key suppliers of storage solutions for the data centers powering the AI revolution. The market noticed. 📈 During the first half of 2026, the stock surged by approximately +800%, making it the best-performing company in the S&P 500. So what drove such an extraordinary rally? According to several analysts, AI is creating an unprecedented demand for storage capacity that the industry simply wasn’t prepared to meet. Every new large language model needs to process and store enormous amounts of data. As AI expands, so does the need for advanced memory solutions. It’s no coincidence that NVIDIA estimates global spending on data center infrastructure could reach $3–4 trillion by 2030. Another interesting point is valuation. Despite its spectacular rally, $SNDK (Sandisk Corp/DE) was still trading at a forward P/E of around 11, thanks to analysts’ expectations of strong earnings growth. The company has also strengthened its competitive position by signing multi-year agreements with major cloud providers, securing more predictable revenues and improving long-term visibility. And this leads me to an important reflection. Many investors look at a stock that’s already gained +800% and ask: “Should I buy it now?” I prefer asking a different question. What long-term trend made this company so successful? That’s why I continue to favor a strategy built primarily around ETFs, allowing me to invest in long-term themes such as artificial intelligence, semiconductors, cloud computing, digital infrastructure, and innovation—without having to guess which individual company will be the next big winner. If tomorrow the market leader is no longer SanDisk but another company, the ETFs will naturally adapt over time. For me, investing isn’t about chasing yesterday’s winner. It’s about participating in the growth of the entire ecosystem that’s shaping the future. ⸻ 📊 My current portfolio allocation 🌍 89.10% ETFs 📈 7.38% Stocks ₿ 3.51% Cryptocurrencies I strongly believe that diversification is one of the most effective ways to navigate unpredictable markets. That’s why my portfolio is built primarily around ETFs, providing broad exposure to long-term global trends while maintaining a Risk Score of 4. If you’d like to learn more about my investment strategy, portfolio allocation, and long-term approach, you can find my public profile here: 👉 bullaware.com/etoro/p49sxpfz7y ⸻ This post reflects my personal investment approach and should not be considered financial advice. Investing involves risk, including the possible loss of capital. Always evaluate your own financial goals, investment horizon, and risk tolerance before making any investment decisions. 👉 Diego Dattilo – Platinum Plus Investor $SPX500 $NSDQ100 $BTC $ETH @p49sxpfz7y ⸻ 📊 Poll After a +800% rally, what would you do?

Not investment advice. The author may have financial interests in the mentioned instruments.

I’d still buy SanDisk

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invest in sector through ETFs.

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’d wait for a correction.

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