Storage Stocks performance !! 💾 AI Needs More Than GPUs — The Storage Supercycle Is Becoming the Next Big Battleground The AI trade is no longer only about NVDA, GPUs and compute. Every model trained, every inference request, every AI agent and every autonomous system creates data — and that data has to be stored, retained and accessed. That puts Western Digital (WDC), Seagate (STX) and SanDisk (SNDK) directly into the AI infrastructure story. WDC & STX: Recent Fall — Warning or Opportunity? WDC and STX were hit hard after Toshiba disclosed plans to roughly double data-center HDD capacity by FY2027, triggering fears that the current HDD shortage could turn into excess supply and weaken pricing power. The pressure returned this week as reports emerged that Seagate and Toshiba are compet