Micron Has The Better Scarcity, Sandisk Has The Hotter Trade (NASDAQ:SNDK)

Micron Has The Better Scarcity, Sandisk Has The Hotter Trade (NASDAQ:SNDK)

Long Micron, short Sandisk: see why AI-driven HBM/DRAM scarcity may boost Micron’s pricing power while Sandisk faces NAND risk.

Micron up 600%, SanDisk up 3,350%: which stock should you buy?

Memory chips have quietly become one of the market’s hottest AI trades.Micron Technology (NASDAQ: MU) is now worth about $738 billion, while SanDisk (NASDAQ: SNDK), which completed its separation from Western Digital in February, has a market value of roughly $210 billion.Both stocks have ripped higher because AI data centers need more than GPUs: they also need fast working memory and storage.Micron’s latest quarter brought $23.9 billion in reve…