$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $SK hynix(SKHY)$ Trump's "Super Intelligence (SI)" branding looks like a net positive for Micron (MU) and SanDisk (SNDK). It signals continued, aggressive U.S. AI infrastructure expansion, not a slowdown. The terminology change doesn't affect demand directly, but the policy stance behind it does — Trump explicitly rejected new AI regulations and emphasized maintaining U.S. leadership. That supports hyperscaler capex, which is the core driver of memory demand.
$Micron Technology(MU)$ Really hoping for a 5-7% gap up on some good news, and if that happens I'm done with options for good, only 2-3x leverage ETFs from here on out.
$Netlist, Inc.(NLST)$ $Micron Technology(MU)$ Heads up for Micron investors. Netlist holds a broad range of patents covering high-performance memory. For years, and in some cases close to two decades, companies like Google, Samsung, Micron, SK Hynix and others have infringed Netlist's patents, using its technology without any compensation. At the same time, there were also a series of attempts to invalidate Netlist's patents. Sometimes those efforts even crossed legal lines under favorable political conditions, with the apparent hope that Netlist, as a smaller company, would go bankrupt. That period now looks to be over. Netlist has not only successfully defended most of its patent portfolio, it i
$Micron Technology(MU)$ The ITC investigation has started. MU could turn this into a win-win for both themselves and $Netlist, Inc.(NLST)$ , as long as they don't get greedy or make poor decisions. Mehrotra needs to handle this well.