Demand for $Micron Technology(

Demand for $Micron Technology(MU)$ DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high

SanDisk Plunges 14%: New Product Can't Save Memory Stocks?

SanDisk tumbled 14% despite launching its BiCS10 1Tb TLC 3D NAND chip on the same day, as the memory supercycle sell-off extended into a second consecutive session — Micron fell 5.5% and memory ETF DRAM dropped 7.9%. "Buy the rumor, sell the news" dynamics, combined with AI capex rotation triggered by jobs data, drove profit-taking across the heavily extended memory supply chain. Is this pullback a golden entry point, or the beginning of the supercycle thesis unraveling?

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