Apple Warns on Memory Prices; MU, SanDisk Record Highs: Super Cycle Confirmed?
Memory stocks surged after Apple issued a rare warning that 'rising memory prices are inevitable,' with Micron jumping 8.70% and SanDisk soaring 11.54% to fresh all-time highs — markets read the downstream giant's admission as a powerful endorsement of the AI storage super-cycle thesis. SanDisk has now surged an extraordinary 4,600% year-to-date, while memory ETF DRAM climbed 9.66% on the day. With even Apple confirming it will pay more for memory, the supply-demand tightness narrative is firmly intact. Will you chase memory here, or watch for a peak?
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