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Bernstein: 'Case studies from Microchip and other Semiconductor LTAs - What's different this time?'
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Morgan Stanley lifts MU and SNDK targets, sees 2-3 years of tight memory supply
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Sandisk (SNDK) Tops Q3 EPS by $8.75, Beats on Revenue; Offers Guidance
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Lam Research (LRCX) PT Raised to $325 (from $280) at Lynx Equity
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Morgan Stanley Defending Memory Stocks: Micron Technology (MU) and Sandisk (SNDK)
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Lynx Equity: 'We will avoid AMD due to the earnings disappointment and entanglement issues with OpenAI'
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SanDisk (SNDK) PT Raised to $700 at Jefferies
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