{"id":79217,"date":"2026-03-20T15:45:56","date_gmt":"2026-03-20T19:45:56","guid":{"rendered":"https:\/\/blog.t3live.com\/?p=79217"},"modified":"2026-03-20T15:45:56","modified_gmt":"2026-03-20T19:45:56","slug":"epic-bear-invasion","status":"publish","type":"post","link":"https:\/\/blog.t3live.com\/2026\/03\/20\/epic-bear-invasion\/","title":{"rendered":"Epic Bear Invasion Is Here"},"content":{"rendered":"<p>What a week. Inflation's still a thing, Micron dropped another earnings bomb, and Chuck Norris is hanging with Bruce Lee in heaven. Watch this clip with respect because they don't make 'em like this anymore:<\/p>\n<p><iframe title=\"The Delta Force (1986) - One Man, One Motorcycle Scene (8\/12) | Movieclips\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/1rP402h6Euo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<p>Now let's go through the 5 things you need to know.<\/p>\n<h2><strong>The Bears Are Here<\/strong><\/h2>\n<p>The latest AAII Sentiment Survey shows that just 30.4% of investors are bullish.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/media\/HDxxMM9bgAAh5kz?format=jpg&name=medium\" alt=\"Image\" \/><\/p>\n<p>This is the 7th straight weekly decline, and the lowest bullish reading since September 11, 2025.<\/p>\n<p>And 52.0% of investors are bearish. This is the highest bearish reading since May 1, 2025.<\/p>\n<p>Meanwhile, the CNN Fear & Greed Index is at 17, signifying extreme fear.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/media\/HDxxMM9bgAAh5kz?format=jpg&name=medium\" alt=\"Image\" \/><\/p>\n<p>Finally, the CBOE equity put-call ratio hit 0.90 Wednesday. This is a fairly high reading and close to the 1ish level typically seen at near-term bottoms.<\/p>\n<p>But has enough negativity seeped into the market to form a short-term bottom?<\/p>\n<p>That is the #1 question we need to ask ourselves.<\/p>\n<p>Because if we get good news on Iran over the weekend, a lot of bears may throw money at the market.<\/p>\n<h2><strong>March&#8230; What a Stinker<\/strong><\/h2>\n<p>March has been a real mess.<\/p>\n<p>Our ETF monitor shows that everything is red for March, aside from <strong>Ethereum<\/strong> (ETHE), <strong>Bitcoin<\/strong> (IBIT), and <strong>Energy<\/strong> (XLE):<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-79227\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM.png\" alt=\"\" width=\"522\" height=\"706\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM.png 522w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM-222x300.png 222w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM-111x150.png 111w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM-59x80.png 59w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM-163x220.png 163w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM-74x100.png 74w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM-176x238.png 176w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM-307x415.png 307w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM-360x487.png 360w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-3.24.11-PM-440x595.png 440w\" sizes=\"(max-width: 522px) 100vw, 522px\" \/><\/p>\n<p>And many of the strongest sectors from early 2026 (like silver, gold, and uranium) got spanked.<\/p>\n<p>The SPY is down a not-so-disastrous -5.6%, but the average individual name in the index is down -7.2%.<\/p>\n<p>Plus, there have been very few individual winners in March, as you might expect from the lousy ETF numbers.<\/p>\n<p>Just 65 SPY names are positive.<\/p>\n<p>And to catch them, you had to be long energy, or had the guts to buy oversold software names like <strong>Datadog<\/strong> (DDOG), <strong>Intuit<\/strong> (INTU), and <strong>Palo Alto Networks<\/strong> (PANW).<\/p>\n<p>Otherwise, you got hit hard.<\/p>\n<h2><strong>The Fed Is a Total Mystery<\/strong><\/h2>\n<p>Following this week's FOMC meeting, hot PPI report, rising rates, and ongoing tensions in the Middle East, the market has flip flopped on rate expectations.<\/p>\n<p>1 week ago, the market was pricing in a 60.9% chance of lower rates this year.<\/p>\n<p>Now it's pricing in:<\/p>\n<ul>\n<li>5.4% chance of one 25 bps cut<\/li>\n<li>57.9% of rates staying the same<\/li>\n<li>30% chance of one 25 bps hike<\/li>\n<li>6.0% chance of 50 bps in hikes<\/li>\n<li>0.6% chance of 75 bps in hikes<\/li>\n<\/ul>\n<p>So we went from pricing in a 60.9% chance of lower rates to 5.4%.<\/p>\n<p>Housing stocks sniffed this out because they've been in a nasty downtrend for the past 6 weeks:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-79219\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM.png\" alt=\"\" width=\"980\" height=\"782\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM.png 980w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-300x239.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-150x120.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-768x613.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-80x64.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-220x176.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-125x100.png 125w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-188x150.png 188w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-298x238.png 298w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-520x415.png 520w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-610x487.png 610w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.17.40-PM-746x595.png 746w\" sizes=\"(max-width: 980px) 100vw, 980px\" \/><\/p>\n<h2><strong>JR Romero Nailed Super Micro (SMCI)<\/strong><\/h2>\n<p>In August 2024, JR Romero said he considered <strong>Super Micro<\/strong> (SMCI) to be the &#8220;Bernie Madoff of tech.&#8221;<\/p>\n<p><iframe title=\"SMCI Is a &quot;Very Sleazy&quot; Company, Says JR\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/0DoRIF6PKjE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>Today, the U.S. Attorney for the Southern District of New York charged three men affiliated with Super Micro with conspiring to smuggle <strong>Nvidia<\/strong> (NVDA) AI chips to China in violation of U.S. law.<\/p>\n<p>One of those men was Super Micro co-founder Yih-Shyan \u201cWally\u201d Liaw.<\/p>\n<p>Doesn't get much worse than that.<\/p>\n<p>So JR was right. This company can not be trusted.<\/p>\n<p>But if we look at the news another way&#8230; is this not the biggest endorsement of Nvidia AI chips ever?<\/p>\n<p>Based on an <span style=\"text-decoration: underline;\"><strong><a href=\"https:\/\/d18rn0p25nwr6d.cloudfront.net\/CIK-0001375365\/c35aacf0-6a5e-4b83-9c43-0ef9116e2b03.pdf\">SEC filing<\/a><\/strong><\/span>, Liaw owns over 15 million SMCI shares, which were valued at over $450 million as of yesterday's close.<\/p>\n<p>Smuggling these chips is so lucrative that a guy this rich was willing to risk his company's future.<\/p>\n<p>ALLEGEDLY.<\/p>\n<p>But you know who's not crying today?<\/p>\n<p><strong>Dell<\/strong> (DELL) longs:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-79221\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM.png\" alt=\"\" width=\"979\" height=\"698\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM.png 979w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-300x214.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-150x107.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-768x548.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-80x57.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-220x157.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-140x100.png 140w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-210x150.png 210w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-334x238.png 334w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-582x415.png 582w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-683x487.png 683w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.36.10-PM-835x595.png 835w\" sizes=\"(max-width: 979px) 100vw, 979px\" \/><\/p>\n<p>Because the market assumes some of Super Micro's $40+ billion in annual sales will get shifted to Dell.<\/p>\n<p>And you figure Nvidia just might hold back on chip allocations to Super Micro.<\/p>\n<h2>The 4 Horsemen of the AI-pocalypse Are Still Dominating<\/h2>\n<p>On January 30, I identified <span style=\"text-decoration: underline;\"><strong><a href=\"https:\/\/blog.t3live.com\/2026\/01\/30\/4-horsemen-ai\/\">these memory\/storage leaders as the 4 Horsemen:<\/a><\/strong><\/span><\/p>\n<p><strong>SanDisk<\/strong> (SNDK)<br \/>\n<strong>Seagate<\/strong> (STX)<br \/>\n<strong>Western<\/strong> <strong>Digital<\/strong> (WDC)<br \/>\n<strong>Micron<\/strong> (MU)<\/p>\n<p>And they're still crushing it this year.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-79223\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM.png\" alt=\"\" width=\"985\" height=\"695\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM.png 985w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-300x212.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-150x106.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-768x542.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-80x56.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-220x155.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-142x100.png 142w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-213x150.png 213w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-337x238.png 337w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-588x415.png 588w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-690x487.png 690w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.50.59-PM-843x595.png 843w\" sizes=\"(max-width: 985px) 100vw, 985px\" \/><\/p>\n<p>And you know a group is how when the worst name (Micron) is up a crazy 47.3%!<\/p>\n<p>David Prince of T3's Inner Circle shared his thoughts on this white-hot set of names:<\/p>\n<blockquote class=\"twitter-tweet\">\n<p dir=\"ltr\" lang=\"en\">What does the <a href=\"https:\/\/twitter.com\/search?q=%24MU&src=ctag&ref_src=twsrc%5Etfw\">$MU<\/a> report mean for <a href=\"https:\/\/twitter.com\/search?q=%24SNDK&src=ctag&ref_src=twsrc%5Etfw\">$SNDK<\/a> <a href=\"https:\/\/twitter.com\/search?q=%24WDC&src=ctag&ref_src=twsrc%5Etfw\">$WDC<\/a> and other peers?<a href=\"https:\/\/twitter.com\/epictrades1?ref_src=twsrc%5Etfw\">@epictrades1<\/a> says the &#8220;business is on fire&#8221; but that doesn't mean the stocks will go up forever&#8230;<\/p>\n<p>Learn more from DP: <a href=\"https:\/\/t.co\/VExJsdNZtf\">https:\/\/t.co\/VExJsdNZtf<\/a> <a href=\"https:\/\/t.co\/sgHoxLykn4\">pic.twitter.com\/sgHoxLykn4<\/a><\/p>\n<p>\u2014 T3 Live (@t3live) <a href=\"https:\/\/twitter.com\/t3live\/status\/2034688645513585086?ref_src=twsrc%5Etfw\">March 19, 2026<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>The story here is simple. AI data centers can't get enough memory and storage. These companies could probably double capacity and sell it out in minutes.<\/p>\n<p>If you want to see how this is playing out on the ground, I bought a SanDisk 2TB SSD drive for about $200 3 years ago.<\/p>\n<p>Today, they're going for $349:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-79225\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM.png\" alt=\"\" width=\"738\" height=\"618\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM.png 1010w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-300x251.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-150x126.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-768x643.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-80x67.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-220x184.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-119x100.png 119w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-179x150.png 179w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-284x238.png 284w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-495x415.png 495w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-581x487.png 581w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/03\/Screenshot-2026-03-20-at-2.56.50-PM-710x595.png 710w\" sizes=\"(max-width: 738px) 100vw, 738px\" \/><\/p>\n<p>This is insane.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What a week. Inflation&#8217;s still a thing, Micron dropped another earnings bomb, and Chuck Norris is hanging with Bruce Lee in heaven. Watch this clip with respect because they don&#8217;t make &#8217;em like this anymore: &nbsp; Now let&#8217;s go through the 5 things you need to know. The Bears Are Here The latest AAII Sentiment Survey shows that just 30.4% of investors are bullish. This is the 7th straight weekly decline, and the lowest bullish reading since September 11, 2025. And 52.0% of investors are bearish. This is the highest bearish reading since May 1, 2025. Meanwhile, the CNN Fear &#038; Greed Index is at 17, signifying extreme fear. Finally, the CBOE equity put-call ratio hit 0.90 Wednesday. This is a fairly high reading and close to the 1ish level typically seen at near-term bottoms. But has enough negativity seeped into the market to form a short-term bottom? That is the #1 question we need to ask ourselves. Because if we get good news on Iran over the weekend, a lot of bears may throw money at the market. March&#8230; What a Stinker March has been a real mess. Our ETF monitor shows that everything is red for March, aside from Ethereum (ETHE), Bitcoin (IBIT), and Energy (XLE): And many of the strongest sectors from early 2026 (like silver, gold, and uranium) got spanked. The SPY is down a not-so-disastrous -5.6%, but the average individual name in the index is down -7.2%. Plus, there have been very few individual winners in March, as you might expect from the lousy ETF numbers. Just 65 SPY names are positive. And to catch them, you had to be long energy, or had the guts to buy oversold software names like Datadog (DDOG), Intuit (INTU), and Palo Alto Networks (PANW). Otherwise, you got hit hard. The Fed Is a Total Mystery Following this week&#8217;s FOMC meeting, hot PPI report, rising rates, and ongoing tensions in the Middle East, the market has flip flopped on rate expectations. 1 week ago, the market was pricing in a 60.9% chance of lower rates this year. Now it&#8217;s pricing in: 5.4% chance of one 25 bps cut 57.9% of rates staying the same 30% chance of one 25 bps hike 6.0% chance of 50 bps in hikes 0.6% chance of 75 bps in hikes So we went from pricing in a 60.9% chance of lower rates to 5.4%. Housing stocks sniffed this out because they&#8217;ve been in a nasty downtrend for the past 6 weeks: JR Romero Nailed Super Micro (SMCI) In August 2024, JR Romero said he considered Super Micro (SMCI) to be the &#8220;Bernie Madoff of tech.&#8221; Today, the U.S. Attorney for the Southern District of New York charged three men affiliated with Super Micro with conspiring to smuggle Nvidia (NVDA) AI chips to China in violation of U.S. law. One of those men was Super Micro co-founder Yih-Shyan \u201cWally\u201d Liaw. Doesn&#8217;t get much worse than that. So JR was right. This company can not be trusted. But if we look at the news another way&#8230; is this not the biggest endorsement of Nvidia AI chips ever? Based on an SEC filing, Liaw owns over 15 million SMCI shares, which were valued at over $450 million as of yesterday&#8217;s close. Smuggling these chips is so lucrative that a guy this rich was willing to risk his company&#8217;s future. ALLEGEDLY. But you know who&#8217;s not crying today? Dell (DELL) longs: Because the market assumes some of Super Micro&#8217;s $40+ billion in annual sales will get shifted to Dell. And you figure Nvidia just might hold back on chip allocations to Super Micro. The 4 Horsemen of the AI-pocalypse Are Still Dominating On January 30, I identified these memory\/storage leaders as the 4 Horsemen: SanDisk (SNDK) Seagate (STX) Western Digital (WDC) Micron (MU) And they&#8217;re still crushing it this year. And you know a group is how when the worst name (Micron) is up a crazy 47.3%! David Prince of T3&#8217;s Inner Circle shared his thoughts on this white-hot set of names: What does the $MU report mean for $SNDK $WDC and other peers?@epictrades1 says the &#8220;business is on fire&#8221; but that doesn&#8217;t mean the stocks will go up forever&#8230; Learn more from DP: https:\/\/t.co\/VExJsdNZtf pic.twitter.com\/sgHoxLykn4 \u2014 T3 Live (@t3live) March 19, 2026 The story here is simple. AI data centers can&#8217;t get enough memory and storage. These companies could probably double capacity and sell it out in minutes. If you want to see how this is playing out on the ground, I bought a SanDisk 2TB SSD drive for about $200 3 years ago. 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