
Sandisk, Micron, AMD and AAOI Show the New Risk in AI Stocks
Sandisk, Micron, AMD and AAOI have surged with AI infrastructure demand. The risk now is valuation, expectations and supply-cycle pressure.
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TECHi reporting and analysis covering Applied Optoelectronics. 1 article, newest first.

Sandisk, Micron, AMD and AAOI have surged with AI infrastructure demand. The risk now is valuation, expectations and supply-cycle pressure.