 Dear Reader, On January 19th, 2026, President Trump is expected to sign an executive order that will reshape the global economy.
No Congressional approval needed.
Just one signature…
And he will ban exports of something every tech company on Earth desperately needs.
It's not semiconductors.
It's not AI chips or quantum computers.
But none of these technologies can exist without it. Trump’s vision is clear: "unquestioned and unchallenged global technological dominance." And this ban is how he'll do it.
When he does, I believe every major tech company on the planet will be forced to relocate to U.S. soil.
Apple, NVIDIA, Amazon, and others have already committed over $2 trillion—because they see what's coming.
This is an opportunity to get ahead of the crowd. You have mere weeks to position yourself ahead of the crowd.
For details on what he’s about to ban—and how you can profit from this developing situation, just go here now…  Adam O'Dell Chief Investment Strategist, Money & Markets
Special Report Why SanDisk Just Had One of the Biggest Days in Its HistoryWritten by Leo Miller. Article Posted: 1/7/2026. 
Article Highlights- Shares of SanDisk catapulted amid comments made by NVIDIA's CEO, Jensen Huang.
- Huang sees AI storage becoming the largest storage market in the world, playing directly into SanDisk's ambitions.
- Analysts see flash memory prices taking a huge jump next quarter, supporting SanDisk's growth.
After a fantastic 2025, shares of memory chip stockSanDisk (NASDAQ: SNDK) just had one of their best days ever. In 2025, SanDisk shares gained more than 550%. On Jan. 6, 2026, the stock closed up more than 27%—its second-largest single-day gain since it began trading in February of last year. A little-known U.S. law is back in focus as analysts examine how existing presidential authorities could influence markets in 2026 and beyond.
In a new briefing, a former government advisor explains the historical context behind this statute, why it's being discussed again, and how certain policy actions could reshape capital flows during America's upcoming 250th anniversary period. The presentation focuses on preparedness, macro implications, and what investors may want to understand as events develop. See the full briefing here The surge was driven by a mix of strong demand signals, favorable pricing trends, and renewed investor confidence in the memory chip market. Several tailwinds continue to support SanDisk's momentum heading into 2026. NVIDIA's CEO Comments Send SNDK SoaringThe exact catalyst for SanDisk's Jan. 6 move is hard to pinpoint: the SSD maker did not announce any major company-specific news that day. However, comments from NVIDIA's (NASDAQ: NVDA) CEO Jensen Huang appear to have helped. On Jan. 5, Huang and NVIDIA's CFO Colette Kress held a Q&A session at the Consumer Electronics Show 2026, and Huang made several pointed remarks about the data storage market in which SanDisk is a major player. Referring to artificial intelligence (AI) data storage, Huang called it "a completely unserved market today." He added, "This is a market that never existed, and this market will likely be the largest storage market in the world, basically holding the working memory of the world's AIs." Huang's view is that current AI data storage supply falls well short of demand. That supports the primary thesis behind SanDisk's recent gains: the company supplies products to a market with intense, rising demand. It bolsters the idea that data storage vendors can continue to raise prices, driving higher revenue and margins. Huang also suggested AI data storage could become the largest segment of the storage market as AI systems expand the "working memory" they use to generate timely responses. SanDisk's SSDs are positioned to help scale that working memory cost-effectively. Researchers See SSD Prices Moving Up Massively in Q1 2026Supporting investor enthusiasm, a Jan. 5 report from TrendForce forecasts large price increases in early 2026. TrendForce expects NAND flash contract prices to rise between 33% and 38% quarter-over-quarter in Q1 2026. NAND flash is the broad category of memory chips used in data storage that includes SanDisk's SSDs, so such a large quarterly increase would directly benefit SanDisk. TrendForce sees enterprise SSDs—those used in data centers and edge applications—becoming the largest SSD market in 2026. As suppliers like SanDisk shift production toward enterprise customers, TrendForce expects client SSD prices (sold to PC OEMs and device makers) could rise even faster. The firm projects client SSD prices could increase by at least 40% in a single quarter, even while client demand weakens. That means SanDisk could maintain stable client revenue or even see client-related revenue rise despite lower unit demand. Note that SanDisk stopped separately reporting client sales after November 2025. After SNDK's 27% Surge, How Will Wall Street Price Targets React?After the 27% rise on Jan. 6, SanDisk trades well above the MarketBeat consensus price target of nearly $213, which implies roughly 39% downside from the current share price to that consensus target. The highest MarketBeat-tracked analyst target for SanDisk is $322 from China Renaissance, which still suggests the stock could fall about 8% from current levels. It will be interesting to see whether analysts raise their SanDisk price targets following Jensen Huang's comments. Although Huang is one of the most influential voices in tech, a 27% intraday gain for a stock that already surged so much is notable. Large upward revisions to analyst targets would indicate the comments meaningfully changed expectations for the storage market. If analysts leave targets unchanged, it could suggest the rally was driven more by investor enthusiasm than by a substantive shift in fundamentals.
This ad is sent on behalf of Banyan Hill Publishing. P.O. Box 8378, Delray Beach, FL 33482. |
No comments:
Post a Comment
Keep a civil tongue.