🔥 STOCK OF THE DAY: $SNDK — IS THE MEMORY SUPER-CYCLE JUST GETTING STARTED?

Memory stocks are suddenly back at the centre of the AI trade.

$SNDK jumped ~11% Friday, following another strong move across the memory sector. Micron gained ~4%, while Seagate rose nearly 7%. The Philadelphia Semiconductor Index also climbed about 2.8%. 

The bigger story is supply vs demand.

AI data centres are consuming huge amounts of high-performance memory, while industry leaders are warning that tight supply and rising memory prices could persist.

That creates a very different AI trade:

🤖 Nvidia = compute

🔌 Broadcom = networking

💾 SanDisk = memory/storage

But there’s a catch.

Memory is notoriously cyclical. Higher prices are great for suppliers until customers start cutting demand or new capacity catches up.

So the question isn’t simply whether memory prices are rising.

It’s whether AI demand is strong enough to keep the shortage going into 2027.

👀 $SNDK — AI memory super-cycle or a trade that’s getting overheated?