With a YTD gain of about 90%,

With a YTD gain of about 90%, investors are debating whether SanDisk is still in the early phase of a storage supercycle or approaching late‑stage momentum. The $490 target suggests potential further upside, but it also raises the question of whether expectations are becoming stretched.

SanDisk stands out as a pure‑play memory stock, while diversified alternatives like Micron (MU) and Western Digital (WDC) offer broader exposure. The key consideration is balancing the strong recent performance against the risk of valuation adjustments in the memory sector.

Opinions are split on whether to chase the momentum or stay cautious.

End of‑ day, I'm taking a neutral position on SanDisk, acknowledging the strong momentum and analyst optimism while also watching for potential overvaluation and market corrections in the memory space. I'll monitor the stock's performance and sector trends before making any further moves.

Micron, SNDK +10%! Morgan Stanley $450 Target Easy to Hit?

Micron (MU) and SNDK both surged over 10%, defying broader market volatility as capital rotated back into the AI infrastructure trade. Morgan Stanley lifted Micron’s price target from $350 to $450, reiterating an Overweight rating, citing accelerating HBM4 capacity ramp as a key catalyst. SNDK’s rally reflects sustained momentum in storage and data demand, reinforcing the AI data center buildout narrative.

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The $490 target suggests potential further upside, but it also raises the question of whether expectations are becoming stretched.\nSanDisk stands out as a pure‑play memory stock, while diversified alternatives like Micron (MU) and Western Digital (WDC) offer broader exposure. The key consideration is balancing the strong recent performance against the risk of valuation adjustments in the memory sector.\nOpinions are split on whether to chase the momentum or stay cautious.\nEnd of‑ day, I'm taking a neutral position on SanDisk, acknowledging the strong momentum and analyst optimism while also watching for potential overvaluation and market corrections in the memory space. I'll monitor the stock's performance and sector trends before making any further moves.</body></html>","htmlText":"<html><head></head><body>With a YTD gain of about 90%, investors are debating whether SanDisk is still in the early phase of a storage supercycle or approaching late‑stage momentum. 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