Memory sector super cycle
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Sandisk: A More Expensive Memory Gold Rush Stock (NASDAQ:SNDK)
Seeking Alpha· 2026-01-06 20:29
I invested in Micron Technology, Inc. ( MU ) in August 2025, following an analysis that the memory sector's cyclical behavior may have changed or is entering a super cycle. At that time, Sandisk Corporation (I have more that 35 years of experience in the investment field having worked as a sell & buy side analyst and portfolio manger for debt and equity funds. I am currently managing a high yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundamental view and analysis of compan ...