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Tonight everyone is focused on $MU's earnings report, but I actually think that after the earnings come out, $SNDK might be the one with greater volatility.
The last time MU's earnings exceeded expectations, MU's stock surged, and SNDK's rebound the next day was even more dramatic. The reason is simple: although MU is best known for DRAM and HBM, its judgment on NAND prices, inventory, and enterprise storage demand also directly affects how the market prices SNDK.
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