When 100% Vol Is Cheap: MU & SanDisk in the AI Memory Supercycle

BULLISH by u/exgoldman1 | Jul 02, 2026 | 1↑ 0 comments | 28 views | VIEW ON REDDIT

$MU

$MU MICRON TECHNOLOGY, INC. TECHNOLOGY EQUITY SIMULATION

$910.43

-56.36 (-5.83%)

LAST PRICE · 15 MIN DELAY

DAY CHG -5.83%

5D CHG -10.01%

30D CHG -2.98%

AI SUMMARY — Micron (MU) and SanDisk represent undervalued plays in the AI memory supercycle with 100% implied volatility still considered cheap relative to growth prospects and margin expansion potential. Key risks include memory chip oversupply, cyclical downturns in semiconductor demand, and geopolitical supply chain disruptions.

TICKER	MU	USER	u/exgoldman1
RATING	BULLISH	ENTRY	$1032.52
POSITION	9 sh SYN	BOOK VAL	$9292.68
CURRENT	$910.43	P&L %	-11.82%
CURR VAL	$8193.87	P&L $	-1098.81