To be honest, I’ve talked about these two stocks again and again on my livestream. I’m not just saying it casually. The logic behind this rally in SanDisk and Micron is actually quite clear: memory chips took a deep hit under the influence of the Democratic Party, but once things settled, a rebound from the bottom was practically inevitable. Add the surge in AI demand, and these two companies are industry leaders with plenty of earnings upside. Today’s sharp rise is the market validating our earlier call.

Those of you who got in early must be grinning from ear to ear today. But a quick reminder: making money is great, but don’t get carried away. The memory sector is volatile to begin with, so when prices rise this fast, it’s especially important to stay alert. And if you haven’t bought in yet, don’t rush to chase the rally. There are always more opportunities—the key is whether you can hold on and understand what you’re investing in.

I’ll say it once more: congratulations to everyone who got in. You’ve enjoyed a very satisfying run. We’ll keep discussing what comes next on the livestream. I’ll continue tracking the fundamentals and industry developments, and I’ll share any changes as soon as they happen. When it comes to investing, follow the logic, not your emotions.
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