Hi, It seems like most AI investing discussions focus on the obvious names (NVIDIA, Microsoft, AMD, etc.), but I'm more interested in companies that could benefit indirectly from AI and still aren't getting much attention. For example, Sandisk ended up benefiting significantly from AI-driven storage demand. Looking back, that wasn't an obvious AI investment at the time. What companies do you think could be in a similar position today? I'm thinking about areas like: Semiconductors Memory Network
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