$SanDisk Corp.(SNDK)$ I mentio

$SanDisk Corp.(SNDK)$ I mentioned $NEBIUS(NBIS)$ at $20 and now I'm looking at another AI infrastructure name with a market cap under $5B. It's tied to a bottleneck in the AI buildout and hasn't gotten much attention yet, which is often when interesting ideas start to surface.

I'm watching to see if there's any breakout worth noting.

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