$Micron Technology, Inc.(MU)$

$Micron Technology, Inc.(MU)$ still looks interesting to me, but after a move like this the question is less “is demand good?” and more “how much is already priced in?”

AI server demand, tighter memory supply, and a better pricing backdrop can keep the cycle stronger for longer.

But after a sharp run, I think the easy money is gone.

From here, MU probably needs execution to stay ahead of expectations, not just good headlines.

I’m still constructive, but I’d be more interested on pullbacks than chasing straight strength.

Broad Market Rallies But MU, SNDK Slide: Buy the Dip or Wait?

Micron fell 3.44%, with recovery contingent on reclaiming the $80 level; HBM fundamentals remain intact, but session flows rotated into NVDA and emerging AI names. SanDisk formally recommended shareholders reject Tutanota LLC's mini-tender offer, erasing takeover premium expectations and amplifying selling pressure — management rejection typically signals undervaluation, but removes the near-term M&A catalyst. On a strong broad-market day, both MU and SNDK declined — are you adding on weakness, or do you think the trend has shifted?

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