NVDA's Rubin CMX is set to pull in NAND demand roughly equal to all of AAPL's NAND consumption, that's the kind of number that moves a whole sector. Memory names are leading this morning's bounce on it, $SNDK out front. If that demand read holds up, the memory supercycle thesis just got another leg. Worth watching $SNDK and the rest of the memory basket here.
Aggregated and distilled by Two Sentence Traders. Not financial advice.