Micron talks demand, supply and AI at Computex 2024. "All three of us the big three, so Hynix, us, Samsung, are spending a lot of energy and effort towards building HBM products," Bahal says.

Sandisk stands to gain from tight NAND supply, strong AI and PC demand, and margin expansion, offering 24% upside potential.

Andy built his first gaming PC at the tender age of 12, when IDE cables were a thing and high resolution wasn't—and he hasn't stopped since.