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Sandisk: Memory Has Structurally Changed, The Sector Cannot Remain At 5x P/E

Sandisk: Memory Has Structurally Changed, The Sector Cannot Remain At 5x P/E

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Advanced Micro Devices, Inc. (AMD)

Broadcom Inc. (AVGO)

Micron Technology, Inc. (MU)

NVIDIA Corporation (NVDA)

Taiwan Semiconductor Manufacturing Company Ltd. (TSM)