$SanDisk Corp.(SNDK)$ $Micron

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ Some people keep bringing up the data center debate, circular financing questions, and whatever else they can find, but none of that is going to stop the AI revolution. You have to be in it to benefit from it.

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