The Demand for Memory in the AI Buildout
by MoneyFlows Staff All, MAP In The Media, Stocks, Videos & InterviewsCo-founder Lucas Downey joins Nicole Petallides on Schwab Network to discuss the Memory Bottleneck.
What Makes SNDK “Easy” AI Memory Investment as Demand Remains Parabolic
“Our view has not changed” on bullish AI memory expectations. Luke explains that money flows into companies like Micron (MU), SanDisk (SNDK), Western Digital (WDC) and similar stocks continue to accelerate forward earnings momentum.
He likes SanDisk in particular due to the stock’s current valuation, even after a stunning 600% rally over 2026.