What Makes SNDK "Easy" AI Memory Investment as Demand Remains Parabolic
Community Score: 50% | 5.7K views | 3w
0 community ratings: null thumbs up, null thumbs down
"Our view has not changed" on bullish AI memory expectations, says Lucas Downey (@MoneyFlowsCom). He explains that money flows into companies like Micron (MU), SanDisk (SNDK), Western Digital (WDC) and similar names continue to accelerate forward earnings momentum. Lucas likes SanDisk in particular due to the stock's current valuation, even after a stunning 600% rally over 2026. Chris Ward adds that "incredible demand for AI" won't waver anytime soon due to the seemingly parabolic AI infrastructure buildout. He turns to the Roundhill Memory ETF (DRAM) as a gauge on the overall health of the memory chip trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling
More from Schwab Network
- META's Path to $800: Jason Ware Sees Bull Case in AI ROI as CapEx Grows — Score: 50%
- "Tale of Two Chinas:" Hot AI Trade Meets Cooling Consumer Activity — Score: 50%
- Stock Market Today: MU Hits Highs, QCOM Deal & AAPL Falls — Score: 50%
- Strive CRO on Bitcoin's Buy Opportunity, Crypto Volatility & SATA — Score: 50%
- Thursday’s Final Takeaways: PCE, Markets & Tech in Focus — Score: 50%
- Bitcoin Breaks Key Technical Level as Crypto Awaits Regulatory Clarity — Score: 50%