Micron at $1,000, SanDisk $2,000: How Much Further Can Memory Run?

Micron surged 10.84%, reclaiming $1,000 to set a new all-time high, while SanDisk gained 6.45% to $2,107 and memory ETF DRAM jumped 9.32%, as AI data center demand reignited a broad-based memory rally. The super-cycle narrative is accelerating again — just one week after panic over order cuts, the sector is printing fresh highs. But parabolic moves mean increasingly crowded trades. Will you chase the breakout, or stay cautious watching for a top?

avatarPatmos
06-17 03:53
P/E is below 10 buying more at these prices very bullish on Micron
avatarBilly.Yu
06-16 22:05
I think that Micron will beat SanDisk in the memory chip competition despite it being behind by $1000. Micron technology, I believe in you. I hope grows but it is growing right now. Why is it growing, because of the memory chips that they sell as they are used for AI and lots of people are buying them to make individual AI chat bots like chatgpt, Gemini and llama AI . I know that tons of people are using AI every second,even when doing something as simple as typing a text. People love AI as it is convenient, and mostly correct. That's all I have to say .
avatarBilly.Yu
06-16 22:03
I think that Micron will beat SanDisk in the memory chip competition despite it being behind by $1000. Micron technology, I believe in you. I hope grows but it is growing right now. Why is it growing, because of the memory chips that they sell as they are used for AI and lots of people are buying them to make individual AI chat bots like chatgpt, Gemini and llama AI . I know that tons of people are using AI every second,even when doing something as simple as typing a text. People love AI as it is convenient, and mostly correct. That's all I have to say .
avatarBilly.Yu
06-16 21:56
I think that Micron will beat SanDisk in the memory chip competition despite it being behind by $1000. Micron technology, I believe in you. I hope  grows but it is growing right now. Why is it growing, because of the memory chips that they sell as they are used for AI and lots of people are buying them to make individual AI chat bots like chatgpt, Gemini and llama AI . I know that tons of people are using AI every second,even when doing something as simple as typing a text. People love AI as it is convenient, and mostly correct. That's all I have to say .
avatarCissy.Yu
06-16 21:42
I think companies making memory chips will go up as the use of AI increases, causing more people to buy memory chips as AI needs a lot of it. 
avatarWeChats
06-16 11:39
🔥 The Memory Super-Cycle: Panic to Euphoria in One Week The semiconductor memory sector just delivered a masterclass in extreme volatility and structural momentum. Just one week after the market panicked over rumored order cuts, AI data center demand has violently reignited a broad-based memory rally, sending the sector back into parabolic territory. Here is the scoreboard from this massive breakout: Micron ($MU): Surged an explosive 10.84%, successfully reclaiming the psychological $1,000 level to set a fresh all-time high. SanDisk ($SNDK): Jumped 6.45% to close at a staggering $2,107.   Memory ETF (DRAM): Ripped +9.32%, confirming the sheer breadth of this capital rotation. The Structural Reality The AI infrastructure narrative is actively accelerating, proving that high-perfor
avatarP.Dwayne
06-16 01:17
$Micron Technology(MU)$  Can hold 1088? If yes, we can test 1150 ☝🏼
Yes extremely overpriced
$SanDisk Corp.(SNDK)$ it's clear that you guys should buy. At 1400. Do not hold bags. No volume means plunge anytime 
avatarkloud
06-11
$Micron Technology(MU)$  awesome discount
Cheaaaa fak around and find out keeen on some money bei
My view is that this looks more like a relief rally within an ongoing uptrend than a definitive "all clear" signal. Friday's selloff had many characteristics of a panic-driven deleveraging event. When positioning becomes crowded, even rumours of AI demand weakness can trigger indiscriminate selling. The speed of the rebound suggests investors still believe the long-term AI infrastructure story remains intact. That said, a few things make me cautious about chasing: • One-day rebounds can be deceptive. A 10-15% move in semis often reflects short-covering, leveraged ETF rebalancing, and fear-of-missing-out buying rather than a fundamental change. • Valuations remain elevated. Many AI-linked semiconductor names are still priced for strong growth. Any signs of slowing hyperscaler spending or we
$Micron Technology(MU)$  not likely over. The downtrend will persist till after fomc. Good to accumulate on weakness for the long term. Gear up for Nov elections
$SanDisk Corp.(SNDK)$ retail always loses . Insiders know it best . It's always hype. Vol thins out. Bump up and sell. Retail get stuck . 
avatarvsp
06-10
This wont stay under 1k for long 
avatarIsleigh
06-10

MU Reclaims $900: V-Shape Bounce or the Real Recovery?

Let's establish what actually happened first. Friday was Wall Street's worst day of the year. The Nasdaq fell 4.2% and the S&P 500 dropped 2.6% after May payrolls came in at 172,000, more than double expectations, raising the probability of a Fed rate hike and triggering the Philadelphia Semiconductor Index's largest single-session decline in months. The trigger was not an earnings miss. Not a product failure. Not a fundamental shift in AI demand. It was a jobs number that spooked rate expectations, and chip stocks happened to be the most crowded trade on the board. MU bore the brunt of it. Then Monday happened. Chip stocks rebounded sharply, led by Marvell and Micron, up almost 9% and 7% respectively. The 3x leveraged chip ETF soared 15.83%. Intel gained 11.19%. NVDA climbed after ann
MU Reclaims $900: V-Shape Bounce or the Real Recovery?

Macro AI Rotation and Tactical Options Playbook for Nvidia and ARM

The recent volatility across the semiconductor sector has understandably kept everyone on edge. To clarify a quick detail on the recent tape: the steep multi-day selloff in chip stocks actually peaked late last week (wiping out massive market value on stretched valuation concerns), while the price action on Monday and Tuesday (June 8–9) was a strong, tech-led rebound. $Micron Technology(MU)$ clawed back toward the $930+ level after dipping into the mid-$800s, and the broader Philadelphia Semiconductor Index posted its best two-day advance in a month. However, we might need to ask these core questions: Is this volatile patch just a healthy reset, or are we witnessing a structural shift in the AI narrative? Let’s break down the macro dynamics playing
Macro AI Rotation and Tactical Options Playbook for Nvidia and ARM
avatarBuni
06-10
Micron (MU) is back making major waves by reclaiming the crucial $900 level! 🚀With the company's fiscal Q3 earnings coming up fast on June 24, Wall Street is buzzing. Analysts are forecasting an explosive 900%+ year-over-year surge in EPS, largely driven by their high-bandwidth memory (HBM) supply being completely sold out well into calendar year 2026. This looks like a powerful momentum shift right before the numbers drop.Who is holding their position through the upcoming earnings call? Let’s talk targets! 📈🎯 #Micron #Semiconductors #AI
Am chasing the unicorn!