On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever posted: $41.46 billion in revenue, up 346% in a year, at an 84.9% gross margin….
Thursday’s selloff priced in an AI memory glut that, on every published construction timeline, does not exist yet. SanDisk closed down 14.1% at $1,745. Teradyne lost 13.6%, KLA 11.5%, Seagate 10.4%, Lam Research 10.2%. The…
The panic around Michael Saylor selling 32 bitcoin starts with a bad shorthand. It was not Saylor’s personal wallet hitting the bid. It was Strategy Inc., the company formerly known as MicroStrategy, disclosing in a…
Sandisk, Micron, AMD and AAOI Show AI Stock Risk
May 11, 2026
Article Brief Key Takeaways 5 points30s read 01The setup–AI infrastructure demand is real, but the biggest stock gains now require near-perfect execution. 02The returns–SNDK, AAOI, MU and AMD rose roughly 3,555%, 967%, 661% and 302%…