What is the bull case for Micron and Sandisk beyond rising AI demand?

<!-- SC_OFF --><div class="md"><p>I understand the broad argument that AI data centers need more memory and storage. </p> <p>For Micron, is the main opportunity high bandwidth

<!-- SC_OFF --><div class="md"><p>The AI memory scare ran straight into Micron's profit machine Wednesday.</p> <p>Micron (MU) and SK Hynix (000660.KS) had been two of the cleanest

<!-- SC_OFF --><div class="md"><p>Franklin Equity Portfolio Manager Jonathan Curtis thinks the answer comes down to ROI.</p> <p>His view: If Big Tech continues seeing real returns

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<table> <tr><td> <a href="https://www.reddit.com/r/ChatGPT/comments/1t6vy7j/the_80_billion_backlog_q1_2026_showed_ai_demand/"> <img alt="The $80 Billion Backlog: Q1 2026 Showed AI

<!-- SC_OFF --><div class="md"><p>Data center power demand is expected to grow +220% from 2023 levels, or +905 TWh, to a record 1,350 TWh by 2030, according to Goldman Sachs. This

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Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle reut.rs/4vxdyWs