(https://www.cnbc.com/2026/06/08/bank-of-america-hikes-sandisk-price-target-to-2100-heres-why.html) on the back of "lingering shortages due to the AI buildout." That's the same shortage narrative we've heard since Q4 2024. Here's the problem: hyperscalers stopped panic-buying six weeks ago. Foundry utilization is normalizing down to 75-78% from the 95%+ panic peak.

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