Adz5150
05-16 01:20

One thing that stands out to me here:

The broader market is still acting strong, but some of the memory names are no longer moving in a straight line.

That’s what makes MU and SNDK interesting here.

If the long-term memory story is still intact, this kind of pullback can end up being a reset rather than a breakdown.

But if leadership starts narrowing and semis lose momentum, then buying every dip gets a lot harder.

I still think the bigger theme matters.

The question is whether this weakness is giving people a better entry, or warning that sentiment is cooling off.

Do you see this as a buy-the-dip setup, or a sign to stay patient a bit longer?

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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