Unsurprising results. Was it S

2025-12-19

Unsurprising results. Was it Sandisk that had great results too awhile back?
Either way, the players who had good fundamentals and were in the market from the get go, would likely be able to properly cash in on the AI hype.
Whether they will survive the bubble popping would be their long term planning and proper due diligence of who they are in business with.

Micron New HIGH: Missed Memory Rally? Is 2026 Your Chance?

Analysts point out that AI data centers are driving a surge in demand for DRAM/HBM memory, leading to tight supply. Micron, Samsung, and SK Hynix are benefiting, while PC and smartphone OEMs face higher material costs. Micron jumped 8% on Friday. After an extraordinary performance in 2025, analysts remain bullish on the memory sector. Will the memory sector continue to surprise like gold did in 2025, or is it too late to get in now? What’s your take?

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