MU
Micron Technology, Inc.
stock NASDAQ

MU didn't go up because of anything special they did btw. It's just demand went up

SPY keeps tapping ATH and tons of legitimate AI plays are doing fairly well
for infra/build-out you could go with a wide variety of adjacent positions (WD, SNDK, CCJ, TER, VRT, MU).
or you could go down the route of defense and drones, aka ONDS, RCAT, RTX, LHX, LDOS
or you could go down the route of space (RKLB, ASTS, PL)
or you could go down the route of aerospace defense and fab (LITE, LSR, CACI)
or if you don't fancy any of those you could invest in health-adjacent plays (LLY, TMDX)

MU Gang, SNDK gang, I...
 I don't feel so good

That is what really sucks! I think most here who invest in AMD knows their true value. It's not IF, its when? Market is forward looking.
There strong potential and fundamentals as a leading supplier of AI. A yrur picks and shovels company which are not beheld to giant capex spending. AMD is in a perfect position as a company. Low debt, cash on hand and when MI 400 plus gets out it will be a game changer Again, it means nothing if Wall Street doesn't buy in. I strongly believe they do know and are merely trying to get a lower buy in.
From April of 2025 MU was my favorite stock. I held it through thick and thin knowing their potential. Wall Street wasn't buying. Literally the week I had enough and couldn't take anymore, I sold my big positions in MU and it skyrocketed to the moon. Up, up, up.
Same thing was going on with all the bad articles talking about how MU is so confined to cycles and tight inventory and held up by supply issues and competition with Samsung lowering their prices. Blah blah blah on and on.....
So I gave up. I figured maybe they are right. Even though I knew their products and the massive demand. This can be a tough game.

Going to dump my gf once MU hits $1000

I will squeeze MU juice for all it’s worth

So MU gets upgraded today by multiple big-name companies, one of the largest in Dave Tepper and that bitch keeps drilling

Yep, and that's where AAPL's going to have to pay a nice chunk to get that memory chip in 2027, because 2026 seems to be sold out already. It's not some hardware. MU, WDC, STX, and likely SNDK are all sold out of 2026 along with SK and Samsung. I guess Apple can go to the temu versions.

Today was another day when I decided to hold on to my Jan 2027 calls: MU 450c and SNDK 700c. Fingers crossed I don't get obliterated till Jan 2027 🙄🙄🙄

I’ve been closely following that market highlights list (NVDA, MU, SNDK, SOFI, AMD), and SNDK (SanDisk) clearly stands out over the past 6 months. From a legacy “thumb drive” company spun off from Western Digital in February 2025, it has turned into an explosive AI NAND/SSD pure play.
Key facts (Aug 2025 – Feb 2026):
* Stock up +1,000% since August 2025 (all-time high in January 2026), +976% on the recent wave – one of the top S&P performers.
* Q2 FY26 earnings (Jan 29, 2026): $3.03B revenue (+31% QoQ), EPS $6.20 (crushed estimates); Q3 guidance $4.4–4.8B (well above the $3B expected) – shares jumped +13% that day.
* JV extension with Kioxia to 2034 (Jan 29) for flash production.
* Best single-day gain in 11 months (+27.6% on Jan 6) after Optimus GX PRO SSD branding for AI.
* Short squeeze underway (Jan 2026); positive analyst coverage (e.g., Citigroup “Buy” mid-January).
This isn’t pure hype: AI hyperscalers are stockpiling NAND memory, with prices up +75% in some segments. SNDK’s pivot from consumer to enterprise/AI is massive.
**Here’s what investors often ignore about SNDK (the dark sides / blind spots)**
Before shouting “moon forever,” let’s look at the risks many gloss over after such a massive run:
* **Stretched valuation and cyclical nature**: The stock is trading at multiples that bake in near-perfect execution (peak margins from current NAND shortage). If AI demand slows or new supply ramps up (Micron, Samsung, SK Hynix), we could quickly return to oversupply like 2022–2023. Consensus price targets vary widely ($264–724, average \~$340–700), with some analysts already saying much of the upside is “priced in” – stretched valuations = high risk of sharp reversal.
* **Extreme dependence on NAND pricing**: Revenue boosted by high ASPs (flash prices), but volume growth is constrained by capacity limits (Kioxia JV helps, but not unlimited). Even a slight ASP drop could tank profits fast – this is a hyper-cyclical business, and we’re near the current cycle peak.
* **Competition and execution risk**: As a pure-play NAND company, it’s exposed to Samsung, SK Hynix, and Micron pushing HBM/advanced NAND. If hyperscalers lock long-term deals elsewhere or AI data-center buildouts moderate, SNDK loses pricing power. Post-spin-off management is relatively new = execution risk on scaling.
* **Other red flags**: Recent insider selling, profit-taking after the rally, and Western Digital potentially offloading $3B+ in shares (recent filing → dilution pressure). No stable historical profitability (trailing losses), so vulnerable if sentiment flips.
**My take (balanced view)**
SNDK remains one of the most exciting AI memory plays in 2026 – strong fundamentals, demand still outstripping supply for now. But after +1,000%, it’s not “free money”: the rally has priced in perfection, and memory is cyclical. I’m watching this closely via Bitget TradFi futures (24/7 access makes it easy to catch volatility around earnings/news) but It’s not live for trading yet.. Size small if you enter, stay mentally prepared for a pullback to $500 on rejection at highs, or breakout toward $700+ if the next earnings crush again.
What about you? Did you jump on SNDK? Overvalued bubble or early supercycle? Share your positions or key levels to watch – no hype, just facts.

## 📊 Market Snapshot - February 17
> **Sentiment:** Mixed Session
### 📈 Major Indices
| Index | Price | Change |
|:--- |:--- |:--- |
| **SPY** | $682.85 | +0.16% |
| **QQQ** | $601.3 | -0.10% |
| **IWM** | $263.04 | +0.03% |
| **VIX** | $27.3 | -3.57% |
---
### 🚀 Top Gainers
* **PLYX** $3.77 (56.43%)
* **ATOM** $5.82 (48.34%)
* **NCLH** $24.18 (12.54%)
* **ONDS** $9.91 (6.50%)
* **DKNG** $22.70 (4.34%)
### 📉 Top Losers
* **MU** $399.25 (-3.02%)
* **COMP** $10.09 (-3.07%)
* **ABTC** $1.10 (-3.10%)
* **PATH** $10.97 (-3.13%)
* **LUMN** $8.13 (-3.16%)
### 🔥 Volume Leaders
* **NCLH** $24.18 (12.54%)
* **WBD** $28.74 (2.69%)
### 🔥 High Short Interest
* **PLUG** $1.82 (-3.70%)
* **AMC** $1.26 (2.44%)
* **BBAI** $3.96 (-2.82%)
* **MARA** $7.55 (-4.61%)
* **WULF** $16.31 (0.28%)
---
💬 **What's your move for tomorrow?**
Any of these tickers on your watchlist, or are you sitting on cash? Let's hear the plays! ⬇️

Miserable profit when every WDC, MU, STX, SMSN, HY9X doing 100% beat, negative p/e, ad profit margin that is impacted by hardware costs

I am now bagholding $MU

Seriously, what the hell is AMD doing? Are they waiting till every company is buying NVDA or alternative chips like crazy before taking action? Seems like AMD had 2+ years to catch up and YET still falling behind like crazy. I mean look at MU!!!!

MU - the end is near.

If MU and TSM bounce tomorrow my account is saved. If they drill further I need to just delete my account

All this good news about using millions of GPI which requires memory and MU is down??

Nice work, I had MU a couple years ago when it was bouncing around $80 - $90, sold at I think $83, obviously now wish I had held, but you gotta listen to your gut.

Whattt and u own $MU?! Wow. I am still holding my bag and by eoy it will 2x. I’m eyeing $1000 a share and then they’ll announce a split maybe a 10:1. Earnings in 4 weeks will shock the analysts and it’ll be nearing $600.

Need some MU to cover memory demand.