{"id":126698,"date":"2026-05-11T07:26:56","date_gmt":"2026-05-11T10:26:56","guid":{"rendered":"https:\/\/ubirataonline.com.br\/micron-rockets-11-sandisk-rallies-11-western-digital-up-3-on-ai-memory-supercycle-bull-case\/"},"modified":"2026-05-11T07:26:58","modified_gmt":"2026-05-11T10:26:58","slug":"micron-rockets-11-sandisk-rallies-11-western-digital-up-3-on-ai-memory-supercycle-bull-case","status":"publish","type":"post","link":"https:\/\/ubirataonline.com.br\/en\/micron-rockets-11-sandisk-rallies-11-western-digital-up-3-on-ai-memory-supercycle-bull-case\/","title":{"rendered":"Micron Rockets 11%, SanDisk Rallies 11%, Western Digital Up 3% on AI Memory Supercycle Bull Case"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div>\n<h3 class=\"text article-heading-atom neo-font-label-2xl-emphasis  yf-18d6y07\" id=\"\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->Quick Read<!-- HTML_TAG_END --> <\/h3>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Micron (MU) stock surged 11% with the company featuring Cloud Memory Business Unit revenue of $5.28B at 66% gross margin.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->SanDisk (SNDK) stock gained 11% after the company posted Q3 revenue of $5.95B with datacenter revenue hitting $1.47B.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Western Digital (WDC) shares rose 3% with the company\u2019s non-GAAP gross margin crossing 50% for the first time alongside a 20% dividend increase.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The analyst who called NVIDIA in 2010 just named his top 10 stocks and Micron Technology wasn&#8217;t one of them. <a href=\"https:\/\/247wallst.com\/lp\/top-10-ai-stocks\/?pt=MU&amp;i=ddac89eb-7d08-4597-aa86-c9ea5dfd9ba4&amp;p=ecf6d5a4-7e6e-4e25-84bb-587ab66e3617&amp;pos=keypoints&amp;tpid=1591545&amp;l=07c229c0-e094-4c08-9145-6f69c4d3fc1a&amp;c=de44328e-c72f-42e3-a560-da454af2ac81&amp;utm_source=yahoo&amp;utm_medium=referral&amp;utm_campaign=feed&amp;utm_content=feed||1591545\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Get them here FREE;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Get them here FREE&quot;}\" class=\"link\">Get them here FREE<\/a>.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Memory and storage stocks are surging in mid-morning Friday trading as the AI memory supercycle thesis goes fully mainstream. <strong>Micron Technology<\/strong> (<a href=\"https:\/\/finance.yahoo.com\/quote\/MU\/\" data-ylk=\"slk:NASDAQ:MU;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;NASDAQ&quot;}\" class=\"link\">NASDAQ:MU<\/a>) stock is up 11%, <strong>SanDisk<\/strong> (<a href=\"https:\/\/finance.yahoo.com\/quote\/SNDK\/\" data-ylk=\"slk:NASDAQ:SNDK;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;NASDAQ&quot;}\" class=\"link\">NASDAQ:SNDK<\/a>) stock is also up 11%, and <strong>Western Digital<\/strong> (<a href=\"https:\/\/finance.yahoo.com\/quote\/WDC\/\" data-ylk=\"slk:NASDAQ:WDC;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;NASDAQ&quot;}\" class=\"link\">NASDAQ:WDC<\/a>) stock is up 3%.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The synchronized move extends a parabolic stretch for the group. Micron stock has climbed 76% over the past month, while SanDisk shares have added 91% over the same window. Western Digital stock is up 40% in the past month.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><em>The analyst who called NVIDIA in 2010 just named his top 10 stocks and Micron Technology wasn&#8217;t one of them.<\/em> <a href=\"https:\/\/247wallst.com\/lp\/top-10-ai-stocks\/?pt=MU&amp;i=ddac89eb-7d08-4597-aa86-c9ea5dfd9ba4&amp;p=b46e70c8-cf34-4e1c-a27d-bb4cdc79b4f6&amp;pos=mid_content&amp;tpid=1591545&amp;l=07c229c0-e094-4c08-9145-6f69c4d3fc1a&amp;c=de44328e-c72f-42e3-a560-da454af2ac81\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Get them here FREE;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Get them here FREE&quot;}\" class=\"link\">Get them here FREE<\/a>.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Year to date, the numbers are extreme. MU stock is up 151%, SanDisk stock has surged 528%, and Western Digital stock has gained 176% in 2026 so far.<!-- HTML_TAG_END --><\/p>\n<h2 class=\"text article-heading-atom neo-font-heading-lg  yf-18d6y07\" id=\"\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->AI Memory Supercycle Bull Case Drives the Rally<!-- HTML_TAG_END --> <\/h2>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The catalyst is a maturing investor consensus that high bandwidth memory (HBM), enterprise NAND, and high-capacity hard drives are all structurally short of supply. Micron&#8217;s most recent quarter showed Cloud Memory Business Unit revenue of $5.28 billion at a 66% gross margin, with management guiding fiscal Q2 2026 revenue to $18.7 billion. For more on the broader setup, see our analysis of why memory is shaping up as the trade of 2026.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->SanDisk&#8217;s latest report was even more dramatic. The company posted Q3 FY2026 revenue of $5.95 billion, up 251% year over year (YoY), with datacenter revenue alone hitting $1.47 billion. CEO David Goeckeler called the quarter &#8220;a fundamental inflection point&#8221; for SanDisk.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Western Digital&#8217;s quarter showed non-GAAP gross margin crossing 50% for the first time, alongside a 20% dividend increase. CEO Irving Tan declared that &#8220;virtually every AI workload, from training, inference, agentic AI to physical AI, creates data that is stored persistently and cost-efficiently on HDDs&#8221; (hard disk drives).<!-- HTML_TAG_END --><\/p>\n<h2 class=\"text article-heading-atom neo-font-heading-lg  yf-18d6y07\" id=\"\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->The Whole Memory Complex Is Ripping<!-- HTML_TAG_END --> <\/h2>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The rally extends well beyond any single name. The VanEck Semiconductor ETF (SMH) has gained 35% in the past month and 50% year to date (YTD), with memory names leading the charge. Reddit sentiment on MU sits at 72, firmly in bullish territory.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<div style=\"display: none\" data-testid=\"read-more\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The narrative shift in retail circles has been notable. One widely upvoted r\/stocks post argued, &#8220;Stop calling RAM &#8216;cyclical&#8217; while treating Nvidia like a &#8216;secular grower.&#8217; They are the same trade now.&#8221; SanDisk discussion has centered on a viral &#8220;What is the next Sandisk?&#8221; thread that drew 416 upvotes by Thursday morning.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Micron stock now trades at a forward P\/E ratio of 6x against a trailing P\/E ratio of 30x, reflecting the explosive earnings ramp baked into Wall Street models. Analysts maintain 39 Buy ratings against just 5 Hold calls on MU stock, with no Sells.<!-- HTML_TAG_END --><\/p>\n<h2 class=\"text article-heading-atom neo-font-heading-lg  yf-18d6y07\" id=\"\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->What to Watch From Here<!-- HTML_TAG_END --> <\/h2>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Memory has historically been the most cyclical segment of semiconductors, and the sheer magnitude of YTD gains in MU, SNDK, and WDC creates an elevated bar for continued near-term outperformance. Any moderation in hyperscaler AI capex would feed directly through to DRAM, NAND, and HDD demand.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->For now, order books across the group reportedly stretch into 2027, and industry capacity discipline appears more measured than in prior upcycles. Micron&#8217;s average analyst price target sits at $556.05, well below the current quote near $707.58, a sign that sell-side models may still be catching up to reality.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Investors will want to keep an eye on whether today&#8217;s gains hold into the close and watch for fresh hyperscaler capex commentary in coming weeks. With Micron, SanDisk, and Western Digital all in price-discovery mode, momentum traders are likely to keep this basket active through the afternoon.<!-- HTML_TAG_END --><\/p>\n<h3 class=\"text article-heading-atom neo-font-label-2xl-emphasis  yf-18d6y07\" id=\"\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><!-- HTML_TAG_START -->The analyst who called NVIDIA in 2010 just named his top 10 AI stocks<!-- HTML_TAG_END --> <\/h3>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->This analyst&#8217;s 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. <a href=\"https:\/\/247wallst.com\/lp\/top-10-ai-stocks\/?pt=MU&amp;i=ddac89eb-7d08-4597-aa86-c9ea5dfd9ba4&amp;p=01173850-71f4-455c-bfa3-d0377c4d2d64&amp;pos=end_of_article&amp;tpid=1591545&amp;c=de44328e-c72f-42e3-a560-da454af2ac81&amp;l=07c229c0-e094-4c08-9145-6f69c4d3fc1a&amp;utm_source=yahoo&amp;utm_medium=referral&amp;utm_campaign=feed&amp;utm_content=feed||1591545\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Get them here FREE;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Get them here FREE&quot;}\" class=\"link\">Get them here FREE<\/a>.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/micron-rockets-11-sandisk-rallies-154924198.html\">Source link <\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Quick Read Micron (MU) stock surged 11% with the company featuring Cloud Memory Business Unit revenue of $5.28B at 66% gross margin. SanDisk (SNDK) stock gained 11% after the company posted Q3 revenue of $5.95B with datacenter revenue hitting $1.47B. Western Digital (WDC) shares rose 3% with the company\u2019s non-GAAP gross margin crossing 50% for [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":126699,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow2JLhCw:productID":"","maa_idioma":"","maa_pais":"","footnotes":""},"categories":[1],"tags":[5868,3313,1906,26688,15878,12073,7150,16995,34764,7794],"class_list":["post-126698","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ubirata","tag-bull","tag-case","tag-digital","tag-memory","tag-micron","tag-rallies","tag-rockets","tag-sandisk","tag-supercycle","tag-western"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Micron Rockets 11%, SanDisk Rallies 11%, Western Digital Up 3% on AI Memory Supercycle Bull Case - Ubirat\u00e3 Online Not\u00edcias - A realidade ao seu alcance!<\/title>\n<meta name=\"description\" content=\"Quick Read Micron (MU) stock surged 11% with the company featuring Cloud Memory Business Unit revenue of $5.28B at 66% gross margin. 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