🔥 Memory stocks are coming back to life. Sandisk +12% in a day

On Friday, companies around memory and data storage were among the strongest parts of the market:

-Sandisk $SNDK : +12%

-Micron $MU : around +6%

-Seagate $STX and Western Digital $WDC: approximately +6%

- Semiconductor index added over 3%

The main reason is continued optimism around AI data centers. As AI infrastructure grows, so does the need for fast memory and storage, so investors are starting to look beyond the usual Nvidia or Broadcom.

For us, this is an interesting trend because memory could be another part of the AI chain that will benefit long-term from high data center investments.

Do you have Micron, Sandisk, or another memory stock in your portfolio? Which one from this sector do you like the most? 👇