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The Bitcoin myth from seven years ago has just begun, and Brother Sun is throwing out three big predictions!
Remember the post-90s who made you buy houses and cars in 2018? Six years later, Sun Yuchen's predictions have sparked another wave! "Short-term chip shortages, long-term energy shortages, and perpetual storage shortages"—this seemingly joking statement was posted on X platform on November 7, 2025, who would have thought it would become a golden token?
Back then, SanDisk was only around $200, and many people just glanced and moved on. But now? Early 2026, SanDisk's stock price surged over 350%, with a full-year increase of up to 580% in 2025! In less than a year, it went from $27 to $725, a 27-fold increase. Wherever AI computing infrastructure is blazing, SanDisk is the hard currency.
Even more explosive, institutions are疯狂raising target prices! Just this week, Susquehanna directly doubled SanDisk's target price from $1,000 to $2,000. Citigroup, Bank of America, Mizuho are all following, with the highest bullish target reaching $2,000 per share. What does this mean? A tenfold increase!
Brother Sun is spot on—AI chat may seem like simple interaction, but training requires massive amounts of data, each interaction consumes storage resources and leaves data behind, and continuous model iteration also needs ultra-large capacity storage carriers. The more users and the more widespread AI, the more explosive the storage demand. Traditional storage cycles every 3-4 years, but storage driven by AI has become real "hard currency." AI servers' storage needs are several times that of traditional servers, and global AI deployment is accelerating, making this rigid demand unstoppable.
Alright, the 500% growth in storage has passed, and Brother Sun says the opportunity in the second half of the year is—energy! The new energy sector is just beginning to lay its foundation, with power shortages widening, and the next century-defining explosion is right in front of us. Who will be the second SanDisk to multiply five times? Those who understand know! Please comment and share your thoughts! 🔥🔥