$SK hynix(SKHY)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ More than Trump, Warsh really needs the US to stay ahead in the AI race. And if the president can also profit along the way, even better. At this point, it feels like a done deal. They are not going to let this fall apart.
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