Right. So, the market is currently convinced that Micron (MU +2.63%) and Sandisk (SNDK 0.96%) are the answer to all our prayers. Or at least, the answer to the question of which semi-conductor stock to throw money at. Both have had a rather good run – 46% and 169% gains respectively, as of today. Honestly, it feels a bit… manic. Like everyone simultaneously decided memory chips were suddenly essential. Which, technically, they are, because AI needs them. But let’s not pretend it’s purely rational exuberance.
The story, as it’s being told, is that AI data centers are ravenous for memory. DRAM and NAND flash, specifically. Demand is up, supply is… lagging. Prices are soaring. Therefore, profits for Micron and Sandisk. It’s all so… neat. Too neat, perhaps. It reminds me of that time I tried to organize my spice rack. Looked good for about five minutes, then everything just… collapsed.
The question, of course, is which one to pick? It’s like choosing between two slightly different shades of beige. Both will probably get you through the winter, but neither is exactly thrilling. I’ve been staring at charts for hours. Hours! Units of Cryptocurrency Lost: 0. Hours Spent Watching Charts: 11. Number of Panicked Texts to Friends: 18.
The Case for Micron (Or, The DRAM-atic Option)
Micron makes DRAM and NAND. DRAM is the fast, volatile stuff – think short-term memory. NAND is the long-term storage. Apparently, AI needs both. Who knew? Micron gets 80% of its revenue from DRAM, which is currently in high demand because of this ‘high-bandwidth memory’ (HBM) thing. HBM sounds… complicated. And expensive. Bank of America is predicting the HBM market will jump 58% this year. Fifty-eight percent! It’s like the dot-com boom all over again, isn’t it? Except this time it’s memory chips.
The problem, as I see it, is that everyone is rushing to make HBM. Which means… what? Increased supply? Lower prices? It feels like a classic case of over-investment. But hey, who am I to question the wisdom of the market? I once bought a self-help book on impulse control. It didn’t help.
Analysts are predicting a 309% jump in Micron’s earnings. 309%! It’s almost… suspicious. But, apparently, the memory shortage is going to last until 2028. Which is a long time. Plenty of time for things to go wrong.
The Case for Sandisk (Or, The Flash in the Pan?)
Sandisk, on the other hand, is more focused on NAND flash storage – SSDs, storage cards, the sort of thing you use to back up your cat videos. They’re also benefiting from the AI boom, apparently. Hyperscalers (whatever those are) are buying up all the SSDs they can get their hands on. Which is driving up prices. Naturally.
The AI-fueled storage market could grow to $283 billion by 2033. That’s a lot of zeroes. Analysts are predicting Sandisk’s top line will more than double this year, followed by another big increase next year. It all sounds… unsustainable. Like building a house of cards on a trampoline.
Sandisk’s earnings are expected to grow by more than 13 times this year. Thirteen times! They’re apparently doubling the price of their 3D NAND flash memory. Because, why not? It’s a free market, after all. (Or is it?)
The Verdict (Or, The Inevitable Disappointment)
Both companies are benefiting from the same underlying trend. Both are growing rapidly. Both are trading at… reasonable valuations. (For now.) There isn’t much separating them, really. It’s like choosing between two different brands of bottled water.
So, if you absolutely must pick one, go ahead. But don’t say I didn’t warn you. It’s all a bit… precarious. Like balancing a stack of pancakes on your head while riding a unicycle. It might work for a while, but eventually, it’s going to come crashing down. I’m going to go lie down now. And maybe delete my trading app. Number of Times I’ve Considered Early Retirement: 17. Number of Times I’ve Actually Saved for It: 0.
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2026-02-26 03:43