The AI boom is sending memory chip makers Sandisk and Micron soaring, with demand so high it’s becoming a long-term shortage—fueling massive profits and stock climbs. Micron expects this tight supply to last past 2027, giving its shares room to keep rising. Intel, meanwhile, is staging a comeback thanks to U.S. and Nvidia investments and a major Apple deal, but its stock is already priced for perfection—trading at 82x earnings despite unproven execution. While both Sandisk and Micron are riding the wave, Sandisk edges ahead with projected 154% revenue growth vs. Micron’s 84% by 2027, making it the top pick for sustained outperformance.
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