$SanDisk Corp.(SNDK)$ $Micron

Not overcomplicating this.

SNDK from $214 to $2100.

MU from $62 to $1074.

Since that “Bargain of the Century” callout… all the information is still there publicly if you look back.

What stands out to me now isn't the PnL, it's how long this theme has persisted.

DRAM isn't trading like a one-off cycle anymore. It's starting to behave like a structural repricing of memory as a core input to AI infrastructure.

Why does that matter?

Because when a sector stops reacting like a normal cycle, you don't get clean tops… you get expansion phases that surprise people on the upside.

The uncomfortable part usually is how early it still feels.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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