The memory / AI hardware story

The memory / AI hardware story still feels bigger than one headline to me.

That’s why I keep coming back to names like MU and SNDK. When price starts getting choppy, the real question becomes whether the long-term setup changed, or whether sentiment just moved too fast again.

If supply stays tight and AI demand keeps building, these pullbacks can end up looking more like resets than breakdowns.

But if the market starts demanding perfect execution from already crowded themes, then buying every dip gets harder from here.

Do you think memory names still have another leg higher, or is this theme getting overheated for now?

Citi Sets SNDK Target at $2,000! When Does This Bull Run Peak?

Citi raising its price target to over $2,000 — a 44% premium to the current price near $1,393 — as the company's CEO declared AI is permanently transforming the memory industry, with markets set to remain in persistent undersupply. Muted gains followed yesterday's 3.77% rally, which absorbed most institutional expectations, leaving investors cautious on consecutive sessions. Supply-side risks are also mounting, as a Samsung workers' strike could further tighten HBM and NAND supply. With a $2,000 target implying 44% upside, do you think SNDK can get there?

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