That’s why $SNDK and $MU stand out to me. Their upside is not simply tied to AI enthusiasm, but to a real hardware bottleneck: memory capacity and pricing. If hyperscalers continue spending aggressively on AI infrastructure, memory could remain one of the biggest beneficiaries.
The key risk is obvious: if AI CapEx slows or new supply arrives too quickly, pricing and margins could reverse. But for the next six months, I’d rather own the “picks and shovels” behind AI than chase the most crowded GPU trade.
@Capital_Insights [正经]
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