$SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Roundhill Memory ETF(DRAM)$ People don't seem to get that these companies don't need to generate higher profits for the stock price to go up. A rerating with a higher PE multiple, being viewed as non-cyclical, is sufficient. Profits are growing, and that's the double historical bonanza.
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