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
  submitted by   <a href="https://www.reddit.com/user/andix3"> /u/andix3 </a> <br /> <span><a
<!-- 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
  submitted by   <a href="https://www.reddit.com/user/andix3"> /u/andix3 </a> <br /> <span><a
<!-- 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
  submitted by   <a href="https://www.reddit.com/user/andix3"> /u/andix3 </a> <br /> <span><a
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