This post was originally published on this site.The main event after the close is storage, with Sandisk and Western Digital reporting at a crucial point for the AI trade. Both stocks have been among the market’s biggest winners this year (SNDK is #1 up +400% YTD), driven by shortages, rising prices and explosive data-centre demand. They have also pulled back sharply from their June highs, so tonight’s numbers will test whether that was healthy profit-taking or the beginning of a turn in the cycle. Notably, SanDisk was also the top holding at Situational Awareness before it collapsed and that might...