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Rosenblatt analysts upgraded Sandisk to "Buy," stating that AI will help transform NAND flash memory from a commodity to a critical component.
Rosenblatt analyst Kevin Cassidy initiated coverage of Sandisk stock with a "buy" rating in a Monday report. He noted that as larger AI models and inference demand grow, NAND flash is transitioning from a traditional commodity storage product to a more system-critical component in AI infrastructure, which will help Sandisk reach new heights.
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Source：MarketWatch · Source Link
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