Its super rocket high!

Micron, SNDK Selloff on TurboQuant: Overreaction or Time to Cool Down?

$Micron Technology (MU), $SanDisk (SNDK), $Western Digital (WDC), and $Seagate Technology (STX) fell 3–6% even as the $Nasdaq-100 rose. The debate: does TurboQuant reduce memory demand — or unlock more usage? Morgan Stanley says it only optimizes inference KV cache, not HBM or training. Others warn efficiency could pressure total capacity needs. With capex surging and expectations high, is this an overreaction — or the first crack in AI memory demand?

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