Are these rebound from SanDisc-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Are these rebound from SanDisck and Micron a good sign for investors who are interested in these company?

For both stocks, the near-term catalyst is geopolitical de-escalation, not the war itself. The bigger medium-term driver remains AI memory demand plus tight NAND/DRAM supply, which is why rebounds can happen even while headlines stay noisy.

What’s helping them

• Lower war premium / relief rally: Reports said stocks like SanDisk surged when signs emerged that the U.S. and Iran could reach a deal to end the war, easing stagflation fears and lifting risk assets.

• Memory fundamentals remain tight: Micron’s upside is still supported by strong AI-related DRAM/HBM demand and tight supply, while SanDisk is benefiting from strong NAND demand and industry undersupply.

• Analyst support: Morgan Stanley recently kept overweight/positive views on both names, arguing memory shortages and pricing strength are still underappreciated.

#sandisk #micron #storage #chips #AIdata #memory #rebound

SanDisk Record High! AI Storage Enters a New Pricing Era?

SanDisk soared 9.05% to $851.57, touching an intraday high of $855 to set a fresh all-time record, as the AI storage momentum narrative gains validation from both media and institutional channels. Tight NAND flash supply combined with rising edge-inference storage demand has prompted a steady upward revision in full-year free cash flow estimates. Where is SanDisk's next price anchor? Micron also climbed 3.63% to $421.51, rising for a third consecutive session with a cumulative gain exceeding 14% — how far can the storage bull run go?

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Comments

moxieoo
04-06
moxieoo
Spot on! AI demand driving SanDisk and Micron rebounds makes sense. [看涨]

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