Micron Surges; SNDK to Join Nasdaq! Is HBM4 AI Power Crisis Fix?
Micron soared 9.17% to $465.66 after the company published a report positioning HBM4 memory and next-gen SSDs as core energy-efficiency solutions for AI data centers. SanDisk pulled back 0.84% to $944.46 following a 12%+ two-day surge, with intraday volatility of 6.6% signaling active bull-bear contestation.
Bernstein's $1,250 target anchoring the mid-term upside.
How do you read yesterday's divergence between Micron and SNDK — is SNDK overextended, making other memory names the better trade, or do you stay with the leader?