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It’s a Great Time to Buy AI Memory Stocks

The creator believes it's a good time to buy AI memory stocks due to low forward PEs and the potential for multiple expansion. A recent healthy pullback makes entry points more attractive compared to earlier in the year.

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SNDKNeutralLow ConvictionResearch Only

The creator mentions not wanting to touch SanDisk after its significant run-up earlier in the year, indicating a past hesitation.

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