U.S. markets pushed higher, but my focus today is on memory stocks like Micron
$Micron Technology(MU)$ , SanDisk
$SanDisk Corp.(SNDK)$ ,
$Seagate Technology PLC(STX)$ and Western Digital
$Western Digital(WDC)$ , which clearly outperformed. SanDisk jumped over 27% to a new all-time high, while Micron rose about 10%, lifting its market cap above $380 billion. Western Digital and Seagate also posted strong double-digit gains.
This strength goes beyond short-term momentum. AI infrastructure demand is tightening supply across DRAM and NAND, pushing prices higher and driving a re-rating in memory equities. Storage is becoming one of the most direct beneficiaries of AI data center expansion.
As capital rotates within tech, investors are favoring areas with immediate earnings leverage rather than long-dated stories. For me, memory stocks remain firmly at the center of this trend.
@TigerStars @TigerClub @Tiger_comments
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