Patmos
08:10

Yes CPUs are on fire look at Intel memory stocks will consolidate & then boom 

SanDisk Up 295% YTD: Is Memory Boom Facing a Reality Check?
SanDisk fell 4.76% on the day, though its year-to-date gain still stands at an exceptional 295%, prompting market debate over whether AI-driven memory sector valuations have run ahead of fundamentals. Analysts note semiconductors are trading at their most overbought levels in decades, with SNDK's premium requiring strong Q1 shipment volumes and margin data for validation. Can the DRAM and NAND supply-demand inflection narrative hold, or will investors take profits ahead of the catalyst? Has market momentum already rotated from memory to CPUs?
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