$Micron Technology(MU)$ $SanDi

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$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Earnings don't lie. Patience is key here. The demand for compute, memory, and storage isn't going to fade anytime soon, regardless of Wall Street's hand-wringing, and it may never really slow down in a meaningful way. For most companies, hardware generally follows a 5-7 year replacement cycle. But when demand spikes the way it has with AI buildouts, all bets are off on how elevated those computing needs could stay.

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