$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SanDisk Corp.(SNDK)$ This shift in the memory sector is getting harder to ignore.
Micron has locked in a first-ever 5-year strategic customer agreement, and now Samsung and SK Hynix are also moving toward 3–5 year deals.
That's a significant change from how memory used to be traded.
Less spot market chaos, more visibility, more structure.
If that continues, the "pure cyclical" discount could start to break down.
Feels like the re-rating story is still in its early stages.
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