The main event after the close is storage, with Sandisk and Western Digital reporting at a crucial point for the AI trade. Notably, SanDisk was also the top holding at Situational Awareness before it collapsed and that might have created artificial selling. The consensus is $8.5 billion in revenue and $34.60 in adjusted EPS after data-centre revenue rose 233% sequentially last quarter. My guess is that to sustain the momentum, we will need a substantial beat and strong guidance. The market wants confirmation that hyperscaler storage spending remains strong and that additional supply won’t quickly erode pricing.