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Miracle maker$Micron Tech(MU.US)$Sandisk(SNDK.US)If the demand for data storage is endless, theoretically, the market cap of memory stocks could surpass NVIDIA. Samsung's expected profit this year is already not far from NVIDIA's. Memory manufacturers' clients include GPU and TPU manufacturers, as well as cloud service providers and hardware end-users. It's normal for them to eventually exceed NVIDIA.
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