Micron and SanDisk bouncing ba

Micron and SanDisk bouncing back doesn’t mean the memory bull trend is over. in fact, the bigger uptrend is still there, just less smooth. Demand from AI is still very strong, keeping pressure on supply for both DRAM and NAND, which supports higher pricing over time. But after the huge run memory stocks had, what we’re seeing now looks more like a pause or consolidation rather than a fresh breakout. In other words, the cycle is still bullish overall, but expect more volatility and pullbacks instead of a straight move up from here.

SanDisk Surges to Record $851! AI Storage Enters a New Pricing Era?

SanDisk soared 9.05% to $851.57, touching an intraday high of $855 to set a fresh all-time record, as the AI storage momentum narrative gains validation from both media and institutional channels. Tight NAND flash supply combined with rising edge-inference storage demand has prompted a steady upward revision in full-year free cash flow estimates. Where is SanDisk's next price anchor? Micron also climbed 3.63% to $421.51, rising for a third consecutive session with a cumulative gain exceeding 14% — how far can the storage bull run go?

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