$SanDisk Corp.(SNDK)$ $Micron

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $SK hynix(SKHY)$ Trump's "Super Intelligence (SI)" branding looks like a net positive for Micron (MU) and SanDisk (SNDK). It signals continued, aggressive U.S. AI infrastructure expansion, not a slowdown. The terminology change doesn't affect demand directly, but the policy stance behind it does — Trump explicitly rejected new AI regulations and emphasized maintaining U.S. leadership. That supports hyperscaler capex, which is the core driver of memory demand.

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