Author holds Micron and Sandisk shares and is bullish because DRAM/NAND price hikes and supply shortages should keep prices rising.
MU — LONG The author personally bought Micron shares and is currently up, arguing DRAM memory price hikes and supply shortages will keep prices going up. The mechanism is memory supply shortage driving DRAM pricing higher, supporting continued growth. No specific catalyst date or risk is stated beyond the observation that gains have already been substantial.
Both have exploded in growth because of DRAM memory and nand flash and I’ve personally bought a few shares and am currently up. I understand gains have been substantial and with the price hikes/supply shortages, it looks like prices will keep going up.
SNDK — LONG The author holds Sandisk shares and is bullish, citing NAND flash price hikes and supply shortages as the driver of continued price increases. The mechanism is NAND supply shortage lifting memory pricing and supporting growth. No specific catalyst date or risk is stated beyond the observation that gains have already been substantial.
Both have exploded in growth because of DRAM memory and nand flash and I’ve personally bought a few shares and am currently up. I understand gains have been substantial and with the price hikes/supply shortages, it looks like prices will keep going up.
This Reddit post, published January 20, 2026, features u/Lost-Ad9082 discussing MU, SNDK. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Lost-Ad9082 · Tickers: MU, SNDK