SanDisk's data center revenue has surged over 600% in a year, and with new factories not starting production until late 2027, the supply is physically capped, suggesting continued strong performance.
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The creator discusses the potential of Micron (MU) and SanDisk (SNDK) amidst a memory shortage driven by AI...
Jun 19, 2026
The creator discusses the potential of Micron (MU) and SanDisk (SNDK) amidst a memory shortage driven by AI demand. Citing expert Dylan Patel, the reel suggests that despite fears, power issues are temporary, while memory supply is the real bottleneck. Both companies have significant future capacity already booked, indicating strong demand and a positive outlook for these semiconductor stocks.
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Micron's high-bandwidth memory output for 2026 is sold out, and a significant portion of 2027 is also booked, indicating strong demand and a positive outlook.