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Not Just Micron: Memory Melt-Up Pulls SanDisk Up 8%, Western Digital Up 10%
Key takeaways
- San Disk has logged 4,155% in share-price gains over one year; zero debt and authorized buybacks provide flexibility but valuations demand conservative position-sizing.
- Western Digital (WDC) stock rose 9% as AI workloads drive persistent storage demand on cost-efficient HDDs; Q3 showed 50%+ non-GAAP gross margin with the dividend raised 20%.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn t make the cut.
Not Just Micron: Memory Melt-Up Pulls San Disk Up 8%, Western Digital Up 10% David Moadel Tue, May 26, 2026 at 11:02 PM GMT+7 5 min read MU WDC SNDK NVDA Quick Read San Disk (SNDK) stock jumped 7% with help from a Micron Technology (MU) stock rally as the NAND pure-play benefits from AI datacenter demand.
San Disk has logged 4,155% in share-price gains over one year; zero debt and authorized buybacks provide flexibility but valuations demand conservative position-sizing.
Western Digital (WDC) stock rose 9% as AI workloads drive persistent storage demand on cost-efficient HDDs; Q3 showed 50%+ non-GAAP gross margin with the dividend raised 20%.
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