Micron and SanDisk just ripped to fresh all‑time highs as the AI memory trade goes from niche to core macro theme.  Micron is now a pure lever on HBM and AI server build‑outs, with each hyperscaler capex revision acting like rocket fuel. SanDisk’s parabolic move shows how fast the market can rerate anything directly wired into AI storage demand. Can MU really tag 1,000? In a world where AI capex stays on a tear, supply discipline holds, and memory is treated less like a commodity and more like infrastructure, it’s not as crazy as it sounds. But at these levels you’re trading a story wrapped in volatility, not a sleepy value name. Size small, respect the tape, and remember: this is where heroes are made, and accounts are blown up.

AMD looks strong going into earnings, but I feel expectations are getting very high. The AI/data center story is clearly the main driver now, and if MI300 numbers are solid, the stock could still have room.  That said, after the recent run-up, I wouldn’t be surprised by a “good results but stock still dips” reaction.  As a small investor, I’d probably stay cautious and watch guidance more than just headline revenue. For me it’s more of a hold than an aggressive buy right here.