Micron (MU) and SanDisk (SNDK) shares retreated after massive year-to-date rallies amid volatility driven by stretched valuations and supply-glut concerns.
Western Digital's (WDC) February 2025 SanDisk divestiture insulates it from NAND pricing fears, making it the natural landing spot for capital rotating out of memory.
Morgan Stanley's overweight ratings on Micron and SanDisk frame the selloff as rotation, not a fundamental collapse in the memory super-cycle.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Shares of Micron Technology (NASDAQ:MU) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%.
Western Digital's (WDC) February 2025 SanDisk divestiture insulates it from NAND pricing fears, making it the natural landing spot for capital rotating out of memory.
Morgan Stanley's overweight ratings on Micron and SanDisk frame the selloff as rotation, not a fundamental collapse in the memory super-cycle.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Shares of Micron Technology (NASDAQ:MU) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%.
29 days ago
