💾My 30‑day picks:1️⃣ SanDisk — Flash/HBM partnership + buyback momentum2️⃣ SK Hynix — Korea rotation + HBM leadership3️⃣ Seagate — Mass‑capacity HDD demand. SanDisk’s +400% YTD run makes $1,800 more realistic than $2,000 near‑term. 📈🐯 Strongest angle? HBM/flash partnerships — They directly tie into AI inference workloads, giving structural support beyond the usual NAND cycle.[Smile]
@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000
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