$SanDisk Corp.(SNDK)$ $Micron

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ AI isn't just about chips. It also needs storage, and the memory market is showing signs of recovery. SanDisk is one of the companies I'm keeping a close eye on. The market tends to focus on the leading names in AI, but opportunities often sit further downstream in the supply chain.

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