The A.I. Daily
Prediction: an AI memory stock to soar after Sept. 30
The piece examines the memory supercycle and the linked performance of Sandisk and Micron. It reports Sandisk's first standalone year revenue of $20.25B, Q4 revenue of $8.9B, Q4 data-center revenue $2.9B and full-year data-center $5.2B, highlighting NAND price strength and rising data-center mix.