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What do you notice here?

$SNDK safe haven

Compute & storage demand would go parabolic once proper long video generation comes online (15min-1hr) Lots of good memory (SSD & HDD) stocks can be picked up rn

A few notable comments from a Morgan Stanley report on Asian semi checks. $MU $TSM $INTC $AMD "For DDR5 mainstream DRAM, there is still some inventory on hand, but once that inventory runs out there is very little visibility on the ability to replace it at any price. In 30 years of covering memory cycles, we haven't seen the situation presented quite so starkly. When the biggest cloud buyers are in the midst of a gold rush purchasing mentality, the rest of the world seems starved of product." "We are seeing tight supply/demand balance for the 3/4/5 nm wafer nodes...the buildout from here will strain the ecosystem supply demand balance in a way that is different from the last two years." "Perhaps one of the under reported elements of the current environment is that general purpose server CPUs are in short supply...At least part of this is the lack of supply growth from Intel, but demand is clearly good, and the tightening availability of 3/4/5 nm wafers is also contributing."