Uploaded August 2026 | Updated September 2026, 2 weeks ago

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Ed Butowsky believes Micron (MU) still have the wheel of the AI memory trade and believes there's more upside for shares, so long as it overcomes supply constraints. He doesn't see that same problem for SanDisk (SNDK). The volatility of stocks tied to AI memory is something Ed believes investors need to stomach but tells investors there's plenty of reasons to stay bullish.

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