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Several key points to watch in the future
After market close on February 25th, Nvidia's earnings report. Pay attention to Dazi's views on storage in the report.
March 15th, the keynote speech at GTC 2026 conference. Focus on storage-related aspects of the Rubin series derivative products.
After market close on March 19th, Micron's earnings report. No need to say more about this one.
The above three are near-term. Looking further ahead, it's the next earnings season in late April: Samsung, SK Hynix, Kioxia, SanDisk, Seagate, etc. April seems far away, but it will come quickly.
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