According to @KobeissiLetter, three of the S&P 500's top four performers in 2025 were data storage stocks as AI-driven spending accelerated, with Sandisk (SNDK) up 559%, Western Digital (WDC) up 284%, and Seagate (STX) also among the leaders (source: @KobeissiLetter). For traders, this underscores momentum and relative-strength setups in AI infrastructure beneficiaries, with WDC and STX remaining primary watchlist names for continuation on pullbacks to prior breakout zones and on fresh AI capex headlines (source: @KobeissiLetter). Cross-asset, crypto participants tracking the AI narrative can monitor whether risk-on flows from AI-equity rallies spill over into AI-linked tokens and broader market beta during headline spikes (source: @KobeissiLetter).