Adz5150
05-16

One thing that stands out to me here:

The broader market is still acting strong, but some of the memory names are no longer moving in a straight line.

That’s what makes MU and SNDK interesting here.

If the long-term memory story is still intact, this kind of pullback can end up being a reset rather than a breakdown.

But if leadership starts narrowing and semis lose momentum, then buying every dip gets a lot harder.

I still think the bigger theme matters.

The question is whether this weakness is giving people a better entry, or warning that sentiment is cooling off.

Do you see this as a buy-the-dip setup, or a sign to stay patient a bit longer?

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?
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