It's been quite a year for semis, and the moves are hard to overlook.
The AI infrastructure buildout has really driven some huge gains across the board, from memory and storage to chip tech.
Just look at the one-year numbers:
$SanDisk Corp.(SNDK)$ → +4,235%
$Western Digital(WDC)$ → +783%
$Micron Technology(MU)$ → +717%
$Seagate Technology PLC(STX)$ → +515%
$Intel(INTC)$ → +372%
The biggest rallies tend to happen when the market initially misjudges a major structural shift.
The demand story around AI, memory, and compute is still reshaping the whole sector. The real question is, where does the setup look interesting from here?
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