Between MU and SNDK, I favor MU for the longer-term fundamental story, while SNDK looks more attractive as a tactical trade after pullbacks. The biggest risk is valuation: if new capacity comes online faster than expected or AI capex slows, the cycle could reverse quickly.
For now, I’d rather buy weakness than chase vertical moves. The key question is no longer whether AI needs memory, but how long supply can stay behind demand.
@WallStreet_Tiger [胜利]
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