To The Moon

Jefferies expects memory prices to see a sequential increase of 40% to 50% in Q3 2026, and the market should brace for another 30% to 40% hike in Q4 2026. For 2027, they're forecasting another 40% to 45% year-over-year price increase, with a recovery not expected until 2028 when ASPs are projected to decline as new capacity, around 15% to 20%, comes online. This supply increase might not be as significant as anticipated, given the ongoing rise in demand for AI and compute. Currently, 50% of total capacity is covered by long-term agreements and contracts signed between memory makers and major tech firms. $Micron Technology(MU)$  has already signed 16 Strategic Customer Agreements. This coverage could rise to 70%, meaning even less supply will be

Key earnings dates: $Micron Technology(MU)$  Sept 30, $Western Digital(WDC)$  July 29, $SanDisk Corp.(SNDK)$  Aug 13, $Seagate Technology PLC(STX)$  July 28. The Q4 2026 guidance (below) is massive compared to Q3. And $Micron Technology(MU)$  has spiked $200 per share from $1050 to $1250. So, it's likely going a lot higher.

$SanDisk Corp.(SNDK)$  The Motley Fool article from Sunday, June 28th, discussed how the AI memory supercycle could last longer than investors expect. That's good news for Micron and Sandisk. The price moves in these stocks are entirely fundamentals-driven. When revenue and guidance continue to impress, it's no surprise the stocks keep rallying even after their strong year-to-date gains. The memory supercycle appears to be going strong.

$SanDisk Corp.(SNDK)$ This is a pretty significant buying opportunity. My end of 2027 price target is still $30,000. Overnight and after-hours moves don't mean much.

$SanDisk Corp.(SNDK)$ All I see are buying opportunities when the KOSPI drops 5% in a single day.

$SanDisk Corp.(SNDK)$ Can't believe this could potentially melt up to around $3000. After what I've gone through battling this monster, never say never anymore.

$SanDisk Corp.(SNDK)$ Looks like we might head to $2500 tomorrow, then I think we'll trade sideways for a while. But by earnings, I believe the stock could reach $3500 per share. The need for memory is just going to keep getting more intense. Apple showed us this today with their price hikes. Buying and holding during this historic, life-changing need for memory should be rewarding.

$SanDisk Corp.(SNDK)$ It continues to show structural strength after the initial base breakout. Technically, the price has maintained its upward momentum along the 20 EMA, without a single daily close below that level. Watching the moving average for continued trend support.

$SanDisk Corp.(SNDK)$ Last night the bears were out celebrating their win pretty late. Tonight they're already tucked in early.

$Tesla Motors(TSLA)$  Base formed, buying here.