Intel & Western Digital — Sandisk

Intel: Intel is mentioned as a company that needs critical technology, underscoring the broad demand for memory and storage solutions in the tech industry.

Western Digital — Sandisk: Western Digital — Sandisk's stock has surged dramatically due to its leadership in solid-state drives (SSDs) and its critical role in the booming AI infrastructure market, leading to significant revenue and profit growth. The company is experiencing a supercycle in demand for its NAND flash memory chips.

Intel: Intel is mentioned in the context of the 'Indispensable Monopoly' report, suggesting its need for critical technology in the AI space.

Western Digital — Sandisk: Western Digital — Sandisk, a storage and memory peer, saw its stock jump following Micron Technology's strong results, benefiting from the overall positive sentiment in the chip market.