Between Micron and SanDisk $SanDisk Corp.(SNDK)$ , I see stability versus momentum. SanDisk’s AI-driven re-rating has been explosive, but after a near-1,000% rally, expectations are stretched. Micron feels more balanced and diversified, making it a name I’d rather accumulate on pullbacks than chase momentum.
As for memory stocks versus gold, I’m staying selective. Gold $XAU/USD(XAUUSD.FOREX)$ is firmly in a new macro regime, but upside from here depends on liquidity and geopolitics. If forced to choose, I’d lean toward memory for long-term growth — with patience.
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