Follow the Money: Why Memory Stocks Now | DRAM ETF MU SNDK
2 extracted signals · 2 resolved · 0 still active
Kenan Grace16 Jul 2026, 23:13 UTC
AI-generated source summary
The analysis focuses on the memory chip sector, highlighting the current downtrend in stocks like Micron (MU), SanDisk (SNDK), and the Roundhill Memory ETF (DRAM). The speaker points to a significant drop in prices for these companies, with MU falling from $1211 to $853 and DRAM from $80 to $52.24, a drop of approximately 25% in the past month. The speaker also notes that SanDisk's P/E ratio is 49.05, with a forward P/E of 22.08, while Micron's P/E is 19.32 and forward P/E is 11.81. The core argument is that an increase in 'days of inventory' (currently around 120-122 for Micron and 159 for SanDisk) is a bearish signal, indicating that companies are taking longer to sell their products. This suggests that the market may be oversupplied, leading to price declines. The speaker suggests buying opportunities may arise when these stocks hit lower price points, potentially around $40 for DRAM, $800 for MU, and $900 for SNDK, representing significant downside from current levels.
AI-generated summary based on the source content.
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- Market predictions extracted
2 eligible signals linked to this case.
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Signals in this source
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Kenan Grace
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