AAPL, HPQ, SNDK, WDC: Gene Munster Says 'Memory Hog' AI Will Trigger a Massive 2027 Upgrade Cycle - Benzinga

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• AAPLother · positive · med

  Analyst Gene Munster projects that AI-driven demand will trigger a massive hardware upgrade cycle for Apple by 2027.

• SNDKmacro · positive · med

  Analyst Gene Munster predicts that 'Memory Hog' AI will drive a massive hardware upgrade cycle by 2027, benefiting memory-focused companies like SanDisk.

• WDCother · positive · med

  Analyst Gene Munster projects that AI-driven demand will trigger a massive upgrade cycle by 2027, benefiting memory-focused companies like Western Digital.

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