SanDisk $SNDK up 3%+ after hours, $MU catching a bid too.
$NVDA just dropped $108B revenue guidance and crushed earnings — the AI infrastructure trade is far from over.
Memory and storage plays are getting repriced. If you're not positioned in the picks-and-shovels layer of AI, you're watching from the sidelines.
This isn't hopium. It's capex flow finding a home.
$NVDA just dropped $108B revenue guidance and crushed earnings — the AI infrastructure trade is far from over.
Memory and storage plays are getting repriced. If you're not positioned in the picks-and-shovels layer of AI, you're watching from the sidelines.
This isn't hopium. It's capex flow finding a home.
