Chrishust
05-11
1. Within the seven the one with the most room from here is $Microsoft(MSFT)$ which is the leader in copilot ai
2. Is the rotation a short term blip or the market repricing which part of the ai stack is the real bottleneck. The bottle net for ai for $Microsoft(MSFT)$ is their ability to invest in computer hardware for their azure data centres
2. Positioning hardware software of balanced. $Microsoft(MSFT)$ has both a hardware division with surface and a software division with windows 11
Citi Sets SNDK Target at $2,000! When Does This Bull Run Peak?
Citi raising its price target to over $2,000 — a 44% premium to the current price near $1,393 — as the company's CEO declared AI is permanently transforming the memory industry, with markets set to remain in persistent undersupply. Muted gains followed yesterday's 3.77% rally, which absorbed most institutional expectations, leaving investors cautious on consecutive sessions. Supply-side risks are also mounting, as a Samsung workers' strike could further tighten HBM and NAND supply. With a $2,000 target implying 44% upside, do you think SNDK can get there?
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