The market is showing strong upward momentum in memory and storage stocks due to increased demand for AI infrastructure. Companies like Micron and Western Digital are benefiting from this trend, with analysts predicting significant growth. However, Sandisk is also mentioned as having strong potential, but its recent price action suggests it might be overextended. The analysis highlights the fundamental drivers behind the growth in these sectors, including the increasing demand for high-bandwidth memory and the rollout of new technologies. Investors should pay close attention to the supply and demand dynamics in the semiconductor market, as well as the ongoing technological advancements that could further fuel growth.