$Micron Technology(MU)$ Alone Carries Half of $S&P 500(.SPX)$ 's Earnings Revisions; $Wal-Mart(WMT)$ 's Market Cap Surpasses $Berkshire Hathaway(BRK.B)$ for the First Time in 13 Years $Goldman Sachs(GS)$ Data Reveals Extreme Divergence: One Chip Company Contributed 51% of the Index's Earnings Lift Goldman's latest research shows that amid the US-Israel-Iran conflict and shifting global energy dynamics, US equity earnings expectations have diverged sharply. Micron Technology (MU) alone contributed approximately 51% of the S&P 500's earnings-per-share upgrades since February 2

SanDisk Bounces 3% Ahead of Nasdaq 100 Entry — Are We Walking Into a "Sell The News" Trap? SanDisk just snapped a two-day losing streak, popping 3.11% today right on the doorstep of its highly anticipated Nasdaq 100 inclusion scheduled for April 20. With Bernstein recently slapping a massive $1,250 price target on the stock, retail excitement is hitting a fever pitch. But as index funds prepare for their mandatory rebalancing, the street is intensely divided: is this the end of the recent pullback, or are late buyers walking straight into a liquidity trap? Here is what active traders need to know before the April 20 deadline hits. 1️⃣ Market Mechanics: The Index Inclusion Game Retail traders often misread index inclusions. The announcement of joining the Nasdaq 100 triggers a massive wave

Interesting...must take a look at this company 

$SanDisk Corp.(SNDK)$ SanDisk just delivered a scorching 9.05% surge to $851.57, smashing through an intraday high of $855 and etching a brand-new all-time record as the AI storage narrative gains unstoppable momentum from both media buzz and institutional buying pressure. 😤 Tight NAND flash supply combined with exploding edge-inference demand from AI smartphones and data centers has triggered steady upward revisions in full-year free cash flow estimates, turning what was once a cyclical sector into a structural growth powerhouse. Micron joined the party with a solid 3.63% gain to $421.51, marking its third consecutive session higher and pushing its cumulative three-day advance past 14% — proof that the memory complex is firing on all cylinders. W

Lately, one of the hottest trades in the market hasn’t just been GPUs or AI chips — it’s memory. A lot of investors first looked at this move and thought it was just another AI sympathy trade. But the story is actually bigger than that. As AI evolves from simple chatbots into always-on agents that can remember context, call tools, read files, and keep working in the background, the market is starting to realize something important: AI doesn’t just need compute. It also needs storage. And a lot of it. Some Tigers were already in position: 👏 @pigskin — $Micron Technology(MU)$ +16,112 👏 @Leonerd — $Micron Te

As news of a ceasefire in the U.S.-Iran conflict broke, major stocks rebounded across the board at today’s open, with the memory sector surging in particular. $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ But the market is now standing at an extreme crossroads. On one side, Wall Street giants such as Goldman Sachs and Morgan Stanley are collectively calling out: “A value opportunity in tech has emerged.” On the other, Bridgewater founder Ray Dalio dropped a bombshell in his latest post: “We are in a world war that will not end anytime soon.” Who’s right — value opportunity or global turmoil? ⚠️ Goldman’s view: Because the U.S.-Iran conflict briefly priced in higher inflation and higher-for-longer rat

Most people still think of SanDisk as the little USB drive in their desk drawer. The market has a very different view now. SNDK soared 9.05% to $851.57 on April 10, touching an intraday high of $855 to set a fresh all-time record. That extends one of the most extraordinary runs in semiconductor history. From a post-spinoff panic low of $27.89 on April 7, 2025, the stock has returned 30x in exactly twelve months. A $10,000 position at last year's low is worth $305,500 today. MU followed, climbing 3.63% to $421.51 for a third consecutive session with a cumulative 14% gain. The storage bull run is accelerating. Here is everything behind it, and the critical question: how much further can it go? 🏭 The New SanDisk You Need to Understand This is not the thumb drive company anymore. SanDisk separ

SanDisk Smashes $851 as the AI Storage Cycle Goes Parabolic — Are We Pricing in Perfection? The AI hardware rotation has officially reached the memory and storage sector, and it’s moving with violent, unrelenting speed. SanDisk just ripped 9.05% to close at $851.57, touching a fresh all-time high of $855 intraday. Meanwhile, Micron ($MU) extended its aggressive winning streak, climbing over 3.6% to clear $421 and notching a cumulative 14% gain in just three sessions. With tight NAND flash supply colliding with exploding demand for edge-inference storage,

Why Samsung's Big Q1 Surprise Matters for Storage Stocks Key Takeaways – Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit.  – For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM.  – The rally can also spill into Sandisk, Western Digital, and Seagate, though those names sit in different parts of the storage stack and should not be treated as the exact same trade.  – The big risk is simple: storage is still a cyclical industry, so strong pricing today can turn into demand damage or oversupply later if AI spending slows or custome

Micron Jumps, $11M Options Trade Says This Move Isn't Over  Against a backdrop of ongoing Middle East tensions and elevated oil price volatility, the broader market remains in a “high uncertainty + high volatility” regime, with risk appetite yet to fully recover. Within this environment, however, structural opportunities are beginning to emerge in the tech sector—particularly in storage. Following the demand shock triggered by $Alphabet(GOOG)$   $Alphabet(GOOGL)$  's TurboQuant, which raised concerns about reduced memory needs, the sector has rebounded for several consecutive sessions, entering a typical "expectation repair

Think NVIDIA’s growth is unbeatable? These two just OUTGROWED it. Who’s holding either of these AI powerhouses? Let’s discuss! Amid the current AI investment boom, NVIDIA has undoubtedly been the most high-profile stock. As a company with a market capitalization of $4 trillion, it has posted triple-digit revenue growth for multiple consecutive quarters. Even in the latest quarter, its revenue surged 73% year-over-year—a pace few companies can match. Yet a small group of tech firms have still managed to grow even faster than NVIDIA, making them worth watching closely. $Micron Technology(MU)$ Micron Technology posted revenue of $23.9 billion in its fiscal 2026 second quarter (ending February 26), representing a staggering 196% year-ove

The move we are seeing in SanDisk and Micron Technology is no longer just a cyclical bounce. It is transitioning into a narrative-driven re-rating phase. That changes how you think about “price anchors”. --- 1. SanDisk – where is the next anchor? At this stage, price is not anchored to trailing earnings. It is anchored to forward FCF expectations + scarcity premium. Key zones to think about: Near-term anchor: previous breakout zone (~$780–$800 equivalent range) Momentum extension: $880–$920 if FCF revisions continue Blow-off zone: >$950 if AI storage narrative turns euphoric What will decide the next anchor: NAND pricing discipline (no premature supply ramp) Evidence that edge inference = structural demand, not hype Capex restraint across peers If those hold, dips will be shallow and qu

The move in SanDisk is not just momentum, it is structurally driven. Nasdaq-100 inclusion forces passive ETFs and index funds to buy regardless of valuation, creating a near-term demand shock. That alone can push price discovery higher, especially into the rebalance window. However, whether $1,000 is “inevitable” depends on what happens after the passive flows are absorbed: 1. Short-term (high probability push) Index inclusion + upgrades (e.g. Bernstein $1,250) = strong narrative alignment Thin float + AI storage hype → squeeze dynamics → A psychological $1,000 test is very plausible 2. Medium-term (more fragile) Once passive buying is done, price must be justified by: NAND pricing recovery sustainability Edge inference storage demand actually converting to revenue If expectations run ahea

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: M

Probably yes for 2026, but with an important nuance: HBM is not simply “killing” traditional DRAM. It is absorbing wafer starts, engineering effort, and packaging capacity, which tightens conventional DRAM supply and lifts pricing there too. Micron said this year’s DRAM bit supply is constrained by cleanroom limits, long fab lead times, a higher HBM mix, and slower bits-per-wafer gains. TrendForce likewise says suppliers are reallocating capacity toward HBM and server products in 2Q26.  That is why the market is starting to price a better quality upcycle, not merely a short squeeze in memory prices. Samsung’s blowout Q1 outlook and the sharp move in SK hynix reflect investor belief that AI memory demand is broad enough to support stronger pricing for longer, especially as hyperscalers

The move in storage is now transitioning from narrative to earnings revision cycle. That is powerful, but also where valuation discipline starts to matter. --- SanDisk – Where is the next anchor? At this stage, price is leading fundamentals, so anchors shift from historical levels to forward expectations: Near-term anchors $800–820: first demand zone (recent breakout base) $900–950: next psychological + momentum extension band What actually defines the anchor now: FY free cash flow upgrades NAND pricing trajectory (contract vs spot) Evidence of sustained AI storage demand, not just a spike If estimates keep rising, the stock can re-anchor higher without pulling back much. If revisions stall, expect a sharp reversion to the $700s. --- Micron Technology – How far can it run? Micron is more l

U.S. stocks advanced on Monday(Apr 6) as investors looked for signs of progress toward a U.S.-Iran ceasefire deal and evaluated President Donald Trump's progressively heated threats of escalation should Iran fail to reopen the Strait of Hormuz. Regarding the options market, a total volume of 44,426,493 contracts was traded on Monday. Top 10 Option Volumes Source: Tiger Trade App $Micron Technology(MU)$ stock rose 3% after a KeyBanc analyst reiterated his price target and rating, citing continued demand for memory. A total number of 437.25K options related to $Micron Technology(MU)$ were traded on Monday, of which call options accounted for 69%. Particularly high volume was seen for the $400 strike call o