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Traded Value$Sandisk(SNDK.US)$Micron Tech(MU.US) The memory sector has plummeted over the past two days, with sentiment driven by Google's optimized memory model algorithm…
The pricing for 26-27 memory has already highlighted… Capital is worried about cracks in demand for 2028… Capital chases certainty… and detests uncertainty.
SanDisk has surged 13-fold since last year! Micron is up 5 times!
You're looking at current demand, but Mr. Market is looking at what happens after 2028.
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