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Muzammil Web3
Memory is clearly strong. That’s no longer the secret
$SNDK is around $1,720 after a sharp pullback, while MU is near $1,075 despite posting record results and strong forward guidance
That’s what makes this interesting to me
The easy trade was buying the memory shortage story. The harder question now is what comes next — pricing power, AI infrastructure demand, capacity and the next earnings cycle
I’m watching the next phase, not the headline👀
