short term blip

Samsung Strike Flips Memory Narrative, Micron Surges to $800: Still Buy?

Micron surged 4.8% to $800, pushing its market cap toward $900B, as Samsung worker strikes reversed the prior session's bearish thesis that Korean capacity expansion would pressure prices. The supply-side shock supports a tighter HBM and DRAM outlook. Two-day volatility — down then sharply up — underscores the market's extreme sensitivity to memory supply-demand inflection points. How long the Samsung strike lasts and how negotiations unfold will determine how far this rebound can run. Do you dare to chase at $800?

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