Social Media Went Negative on Memory Stocks like SanDisk & Micron Last Weekend. Then They Rallied.

Impact · against what's priced in

Memory stocks (MU, SNDK) are seeing a structural shift toward durable, high-margin business models backed by multi-billion dollar long-term commitments, though short-term pricing peaks remain a risk. NVIDIA faces a supply-driven headwind as it reduces HBM content in Rubin Ultra, shifting architectural reliance toward optical networking.

SNDK+0.80

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