$Sandisk(SNDK.US)$Micron Tech(MU.US) Personally, I think the war will end soon...

If it continues, it will lead to inflation, interest rate hikes, a bear market in U.S. stocks, difficulties for AI tech companies in raising funds, reduced investment from Middle Eastern investors in U.S. AI, and some U.S. AI companies might go under due to funding difficulties. This would seriously hinder the U.S. AI tech revolution, and they might even lose the AI competition to China. The U.S. can't afford to lose either... The cost is too high. They're in a difficult position now, and cutting losses early is the best strategy. Otherwise, sinking deeper into the quagmire of war will only diminish their advantage over China more and more.