skippix
07-02

$SanDisk Corp.(SNDK)$ As someone who's long, I like seeing it go green. The AI infrastructure buildout is real and hasn't changed. Even Kevin Warsh from the Fed acknowledged today how real the buildout is and its significance for capex spending. For those looking at this, the memory trade seems serious. I think this is headed much higher and could reach a trillion in market cap.

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