Rosenblatt analyst Kevin Cassidy expected SMART Global Holdings Inc. (SGH) to deliver a slight beat-n-raise to consensus 3QF22 and 4QF22 outlook. Cassidy maintained his Buy recommendation and $60 price target. Cassidy saw upside coming from data center demand for Specialty Memory. The demand for SGH’s Penguin Solutions AI/HPC systems has remained robust. However, supply chain constraints likely limited shipments….