Weekly Token Unlocks: PUMP Begins Unlocking for Team and Investors.

Foreword: SanDisk surged roughly 40x in 16 months post-IPO, while A-share Longsys saw Q1 net profit jump 26x YoY… Storage is undeniably the hottest track in 2026. However, since June, three giants — AMD, NVIDIA, and SanDisk — have essentially done the same thing simultaneously: Finding ways to use less expensive memory (DRAM) and shift the workload to cheaper flash storage (NAND). The underlying “flash replacement” theme is already lifting leading stocks, but the truly underpriced opportunities may lie upstream and downstream of this trend. Understanding AI’s Constraint: The “Memory Tax” SanDisk (SNDK), spun off from Western Digital in February 2025 at an IPO price of roughly $38, touched about $2000 by mid-June 2026, a nearly 40x increase in 16 months, with a P/E ratio of around 69x; not to…