8/21 US stock close: three “AI-chain” representatives quietly started to diverge 👀
📌 Micron (MU): closed at $966.78 (-0.77%), but it has gained about 234% year-to-date! It just announced a $10 billion plan to build an AI storage laboratory. Full-year HBM4 capacity is sold out, and it also signed five-year long-term agreements with 16 customers. Storage really has shifted from a “cyclical stock” to a “money-printing machine.”
📌 SanDisk / SanDisk (SNDK): closed at $1,596.08 (-0.28%). In the latest quarter, revenue was $8.97 billion (YoY +372%), gross margin hit 84.6%—a historical high. It also directly authorized a $15.5 billion share repurchase. Data center business was up 1,298% YoY.
📌 Apple (AAPL): closed at $309.35 (-0.63%). On the same day, news broke that Apple would cut more than 200 positions related to Siri / Vision Pro, shifting resources toward AI glasses. iPhone’s Q2 revenue was $54.3 billion (+22%), holding up the core business.
One sentence: the two storage leaders are eating AI dividends to the point of excess, while Apple is “switching tracks.” What do you think? Let’s discuss in the comments.
Data comes from publicly available market info for reference only and does not constitute investment advice. Follow me—daily, with verifiable live trading recaps ✅#美光科技盘后涨10% #苹果 $MU
📌 Micron (MU): closed at $966.78 (-0.77%), but it has gained about 234% year-to-date! It just announced a $10 billion plan to build an AI storage laboratory. Full-year HBM4 capacity is sold out, and it also signed five-year long-term agreements with 16 customers. Storage really has shifted from a “cyclical stock” to a “money-printing machine.”
📌 SanDisk / SanDisk (SNDK): closed at $1,596.08 (-0.28%). In the latest quarter, revenue was $8.97 billion (YoY +372%), gross margin hit 84.6%—a historical high. It also directly authorized a $15.5 billion share repurchase. Data center business was up 1,298% YoY.
📌 Apple (AAPL): closed at $309.35 (-0.63%). On the same day, news broke that Apple would cut more than 200 positions related to Siri / Vision Pro, shifting resources toward AI glasses. iPhone’s Q2 revenue was $54.3 billion (+22%), holding up the core business.
One sentence: the two storage leaders are eating AI dividends to the point of excess, while Apple is “switching tracks.” What do you think? Let’s discuss in the comments.
Data comes from publicly available market info for reference only and does not constitute investment advice. Follow me—daily, with verifiable live trading recaps ✅#美光科技盘后涨10% #苹果 $MU
