Why I Added a Little MU & SNDK MU and SNDK have been volatile over the past two days, and I decided to add a small position. My view is simple: this looks more like an expectation and valuation reset than a fundamental change in the AI memory story. Long-term demand from AI servers and data centers remains strong. I currently prefer Micron, given its stronger exposure to DRAM and AI-related memory demand. For SanDisk, I’m keeping the position smaller and watching closely. Why only a small add? I don’t try to call the bottom. I buy gradually and keep some cash ready. Investing isn’t about catching the lowest price—it’s about accumulating at prices you believe make sense. Just sharing my personal investment journal. Not financial advice.
Why I Added a Little MU & SNDK MU and SNDK have been volatile over the past two days, and I decided to add a small position. My view is simple: this looks more like an expectation and valuation reset than a fundamental change in the AI memory story. Long-term demand from AI servers and data centers remains strong. I currently prefer Micron, given its stronger exposure to DRAM and AI-related memory demand. For SanDisk, I’m keeping the position smaller and watching closely. Why only a small add? I don’t try to call the bottom. I buy gradually and keep some cash ready. Investing isn’t about catching the lowest price—it’s about accumulating at prices you believe make sense. Just sharing my personal investment journal. Not financial advice.