Reported a 251% jump in revenue due to the critical need for memory in AI data centers.

Experiencing strong performance due to high demand for enterprise-grade SSDs used in AI clusters.

Identified as a leader in the semiconductor space benefiting from AI trends.

Explosion in demand for NAND storage required by smarter AI agents; significant recent gains.

Seeing a significant rebound in the memory rally following post-earnings dips.

Parent company from which SanDisk was spun off.

Identified as a 'widowmaker' short opportunity at the peak of the cycle, though recommended only as a tiny position.

Demonstrated strong resilience with a 35% rebound in a week following a post-earnings dip.

Massive gains (3200% from lows) driven by exponential demand for data centers and compute.

Seeing significant retail interest and investment as part of the memory sector boom.