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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 542.07+2.7%Jan 29 3:59 PM EST
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From: Bargain Hunter11/8/2025 1:38:53 PM
1 Recommendation

Recommended By
Lance Bredvold

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So the AI players keep announcing ever higher capital spending plans. People worry that they are going to build too much capacity. [Start tongue-in-cheek font] But maybe that doesn't reflect increasing numbers or sizes of AI data centers, just the expected higher costs for the HBM, HDDs and SSDs. [End tongue-in-cheek font]
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