$SanDisk Corp.(SNDK)$ Heads up to all the bulls out there.
Catch that interview with Jensen Huang and Michael Dell that aired recently. They talked about the massive demand placed on memory. Huang actually said the cyclicality no longer exists.
Memory will be in high demand for many years to come.
Plus, he mentioned there will be hundreds of billions of AI agents working around the clock, and all of them must have massive amounts of advanced memory.
So yeah, go ahead and short SNDK and MU.
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