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.
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