u/TopAstronomera ·
Reddit — r/stocks
· 2026년 6월 21일, 17:34
· ⬆ 25 포인트
· 💬 73 개 댓글
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I’ve been glued to MU and SNDK lately and they just kept surprising me. I still can’t believe I made it through that stretch, I held for a full four months. I honestly can’t explain why I never locked in profits. In my book, profit is profit
MU just feels like a clean semis and memory cycle play, it basically rides the cycle, and when chips are strong, it just moves with the sector. Pretty straightforward. SNDK is a different story. It’s not nearly as obvious and doesn’t get the same attention as MU, but the storage demand and its niche positioning make me question whether the market is pricing it right or if it’s just running ahead of itself
Right now I’m stuck between whether MU is still the safer bet because it’s more liquid and tied into the broader AI and semis trade, or if sentiment really rotates into memory names and SNDK still has real upside to hold