(https://www.marketwatch.com/story/sandisks-stock-is-flying-higher-here-are-the-new-targets-that-are-exciting-wall-street-4eaab99d?mod=mw_rss_topstories) that has Wall Street excited about decade-long growth. The math on the surface looks clean: sustained demand from AI workloads, profitability maintained across the cycle. But here's what's being glossed over — memory chip capex intensity is structurally higher now than it was five years ago.

Research these companies