$SanDisk Corp.(SNDK)$  $NVIDIA Corp(NVDA)$  $Micron Technology(MU)$  

The 20% surge in SanDisk Corp (SNDK) points to growing optimism driven by NVIDIA Corp (NVDA); however, this could signal a fundamental revaluation, caution advised for short-term volatility。。。

Memory stocks trade at elevated multiples, which could present risk if earnings growth does not meet expectations; potential for short-term corrections remains high despite long-term AI-driven growth

Micron Technology (MU) offers strong fundamentals and leadership in DRAM, a solid pick for long-term investors; SNDK shines in flash storage with potential in mobile and automotive sectors, depending on risk appetite

Buying at the start of the year could capture early momentum, as January sets the tone; however, waiting for earnings season may offer a clearer risk/reward opportunity based on performance data

The January effect is supported by historical patterns following year-end tax-loss harvesting; however, current market conditions in 2026 may reduce predictability, making it less reliable