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BofA Keeps Micron as Top Memory Pick as SanDisk Signals Structural AI-Driven Growth

BofA reaffirms Micron as its top memory pick, citing SanDisk’s outlook as proof AI is making demand more durable. Sees $200–$250 EPS by 2030.

BofA Keeps Micron as Top Memory Pick as SanDisk Signals Structural AI-Driven Growth
Credit: David Paul Morris/Bloomberg
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