Crazy how fast the memory narrative flips.
A few sessions ago the talk was that names like MU and SNDK had already run too hard.
Now one supply shift later and people are back to asking whether the real move is only just starting.
That’s why this part of the market is so hard to trade.
When supply tightens, pricing power can change fast, and suddenly what looked “too expensive” starts getting re-rated again.
I still think memory is one of the most important pieces of the AI hardware story.
The real question now is whether this is the start of a bigger leg higher, or just another sentiment spike that gets sold.
Are you treating this as a real breakout in the memory theme, or just hype getting overheated again?
Apple Warns on Memory Prices; MU, SanDisk Record Highs: Super Cycle Confirmed?
Memory stocks surged after Apple issued a rare warning that 'rising memory prices are inevitable,' with Micron jumping 8.70% and SanDisk soaring 11.54% to fresh all-time highs — markets read the downstream giant's admission as a powerful endorsement of the AI storage super-cycle thesis. SanDisk has now surged an extraordinary 4,600% year-to-date, while memory ETF DRAM climbed 9.66% on the day. With even Apple confirming it will pay more for memory, the supply-demand tightness narrative is firmly intact. Will you chase memory here, or watch for a peak?
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