Micron, SanDisk should be bought on recent selloff, says Mizuho

Mizuho recommends buying shares of Micron (MU) and SanDisk (SNDK) following the pullback on TurboQuant concerns. TurboQuant was first explored in 2025, with more results published recently on AI inference performance gains, the analyst tells investors in a research note. The firm believes every performance improvement “actually accelerates the adoption flywheel (Jevons paradox).” Mizuho thinks the move from copper to optical with 10-times higher bandwidth could drive higher AI server spending, instead of reducing it. In addition, concerns on OpenAI’s Sora video wind-down are misplaced, as 2027 could provide memory upside, Mizuho says.

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