#micron
SanDisk (SNDK): 60x move, priced for perfection?
SanDisk (SNDK) ran 60x from spinoff on an AI NAND shortage and $42B in hyperscaler contracts. Bull, base, and bear across six months to five years, and why Hold.
Micron (MU) at a record high before June 24 earnings: AI-memory supercycle or cyclical top? The 6-month to 5-year scenarios
Deep research on Micron (MU): bear/base/bull across 6 months, 1 year, 3 years, and 5 years. HBM sold out through 2026, yet the stock trades at 23x peak sales. Rating: Hold.