$SanDisk Corp.(SNDK)$ Understand this concept: SNDK and MU will thrive for these reasons:
1) AI infrastructure buildout
2) Data center scaling
3) Token generation
4) Robotic cars and taxis will require vast amounts of memory and advanced storage.
5) Agentic AI creates “agents,” and every agent's expansion requires memory/storage, and this won't slow down.
6) The demand for high-performance memory is surging, which means more business for SNDK. (This is why SNDK's CEO mentioned they have a $42+ billion and growing backlog.)
7) New revenue streams from CPUs necessitate a lot of memory.
8) The growth of specialized, AI-first cloud providers is staggering—they focus almost exclusively on renting high-performance GPUs for machine learning workloads.
9) A $6 billion buyback.
Come on. Do I really need to say more?
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