Jim Cramer Wondered Whether Sandisk Is No Longer Cyclical & Expected Western Digital To Raise Guidance More

The article centers on Jim Cramer’s comments about Sandisk and Western Digital following strong earnings and guidance tied to AI storage demand. Both stocks have surged sharply this year as hyperscaler spending boosts demand for HDD and NAND flash products, and the market is debating whether this growth is cyclical or becoming structural. Sandisk jumped on the day of the piece, while Western Digital also rose, reflecting continued enthusiasm for storage names in the AI infrastructure buildout. Cramer suggested the companies may be moving toward longer-term agreements that reduce cyclicality, but investors remain divided because production ramps and competitive pressures could still create margin and demand volatility. Overall, the tone is constructive for the sector, with AI-related storage demand supporting the shares, but valuation and sustainability concerns temper the bullishness.