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One company is growing at a pace that is almost impossible to find in semiconductors. The other has reinvented itself as a contracted AI infrastructure play with billions in guaranteed revenue.
Micron just pulled off a server memory breakthrough that has both AMD and Intel on board, but the revenue from it sits two fiscal years away while the stock already trades near all-time highs. Here is what that gap means for anyone deciding whether to buy now.
Something is pulling SanDisk sharply higher this Friday morning while the rest of the memory sector barely stirs, and no earnings release, filing, or analyst note explains why buyers are concentrating so heavily in one name.
Sandisk announced a $14 billion share buyback during its fiscal fourth-quarter earnings.
SanDisk (SNDK) has fallen about 13% from its mid-August high, and the question is whether to buy. Its own record says buying a dip here has paid, though that record is one completed event. The catch: this fall is smaller than the ones the record measures. And SanDisk now sells much of its memory under multiyear contracts.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.08%. E-mini S&P futures (ESU26 ) are down -0.21%, and September E-mini...
NLST's surging revenue growth, Samsung alliance and lower valuation square off against Sandisk's booming AI-driven NAND demand.
Micron and Sandisk have been some of the biggest winners over the past year, and these AI stocks may be next.
SanDisk (SNDK) shares have surged from below $80 to over $1,650 over the past twelve months—a more than twentyfold run—and while they have given back about 13% over the past three months, they remain roughly 30% below their $2,354 peak. The argument against them is about a ceiling on margins. The number that complicates it is the share count.
Analysts are underestimating SK Hynix's growth potential, setting the stock up for a big jump.
Micron reports fiscal fourth-quarter earnings on Sept. 30.
Jim Cramer spotted gigantic flex-call buying across a basket of tech and energy names on live television and openly asked who was behind it. A House disclosure filed weeks earlier quietly named two of those same stocks.
Arm earns royalties every time a chip uses its architecture, while Sandisk has locked in billions in guaranteed revenue from the world's largest cloud companies.
According to a CNBC report on Friday, Situational Awareness was also active in names like SK Hynix, SanDisk and the Roundhill Memory ETF.
The fund, which lost roughly $35 billion in assets after a forced sale this summer, has been active in options markets late last week and early this week
The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...
Dell, HPE, and Sandisk show substantial momentum amid the AI infrastructure buildout.
Data-center revenue doubled sequentially while contracted volumes promise better visibility across the next memory cycle.
Goldman Sachs just flipped constructive on memory chips, sending SK Hynix, Micron, and SanDisk higher even as the broader market stumbles, but a major NAND supplier's warning about prices complicates the story.
Sandisk, Palo Alto Networks, Dell, and Arista are all set to join the S&P 500.
Micron and Sandisk Surge as Goldman Spots Powerful Shift in Memory Stocks
The index upgrade adds another buyer base after AI storage demand transformed Sandisk's earnings.