Investment firm Mizuho Securities is advising investors to buy shares of Micron Technology (MU) and Sandisk (SNDK), citing concerns over “peak memory” as “overblown.” This comes after the company TurboQuant was first explored in 2025, with more recent studies on AI inference published.
Source: https://seekingalpha.com/news/4572089-micron-sandisk-dips-should-be-bought-mizuho-says