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Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon

We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through 2034, Sandisk has capitalized on the memory shortage ... Show more

. 12min 43sec

Lam Research (LRCX): The Ultimate AI Memory Play?

Memory shortages. It's all anyone wants to talk about. Lam Research's plays a pivotal role in addressing the ongoing memory chip shortage and for the AI and data center sectors. We explore Lam Research's position in the semiconductor supply chain, discuss recent financial perform ... Show more

. 12min 0sec

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