MU vs SNDK· which do the legends prefer?

MU scores slightly higher (32 vs 16), but the gap is modest — each deserves its own research within its layer.

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MU
Micron · High-bandwidth memory (HBM)
CCS32Weak
  • David Tepper · Held+4
  • Philippe Laffont · Held+4

AI accelerators depend on HBM; tight supply lifts both volume and price.

Highly cyclical; memory pricing swings sharply.

SNDK
SanDisk · NAND flash
CCS16Weak
  • Stanley Druckenmiller · Held+4

Top popularity gainer on the Goldman VIP list; new Druckenmiller stake.

Recently spun off — volatile, short history.

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