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in postLONG
“MU 1,234.40 +17.73%”
@RJCcapital
Micron's Q3 earnings monster beat and $50B Q4 guide confirm AI memory supercycle; HBM supply sold out and pricing still surging.
MULONG@ $1,235.87
$815.47-34.02%
since call Jun 25
in postLONG
“SNDK 2,224.77 +16.21%”
@RJCcapital
SanDisk's NAND flash is the tightest bottleneck in AI infrastructure — Q2 NAND contract prices up 70-75%, 2026 capacity sold out, and the stock explodes +16% on Micron's memory blowout.
SNDKLONG@ $2,328.14
$1,233.80-47.01%
since call Jun 25
TIMESTAMPS
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