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Good news for $AAPL, $HPQ, $SNDK, $WDC. Deepwater's in-house AI guru @dougclinton was pounding on Grok's Build (command line version of Claude Code and OpenAI Codex) last weekend, and while the results were impressive, its a memory hog as evidence by his laptop shutting down. The writing is on the wall. In CY27 and beyond we will start to see an enterprise and consumer hardware upgrade cycle driven in part by the need for more unified memory.