๐๐๐ $Micron Technology(MU)$ is definitely flying high! Its customers include almost all the big hats in AI. The tight supply environment is its only restriction. Thanks
@Tiger_comments @TigerStars @Tiger_SG @1PC @icycrystal SanDisk, Micron Rally: Do You Think Memory Shortage Narrative Still Holds?
Storage shares extended their rally Tuesday, signaling strong sector-wide momentum. SanDisk surged over 20%, while Western Digital gained more than 9%. Micron Technology climbed nearly 7%, and Seagate Technology rose about 6%. Investors appear to be rotating back into storage names amid expectations of AI-driven data demand and improving memory pricing. Is this the start of a sustained upcycle
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