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Why Micron and SanDisk Still Have Upside: Backlog, AI Demand, Easing Supply
Bull case: Micron’s backlog and DRAM margins plus easing supply should extend the AI memory rally for MU and SNDK.
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What stands out
On Schwab Network, Ed Butowsky highlighted Micron's backlog as a tangible reason for the stock's recent surge, while Bob Lang argued that improving dynamic random-access memory (DRAM) pricing and margin expansion tied to artificial intelligence (AI) demand leave room for more upside. That combination, real orders at the front end of the factory and a macro shift in compute demand, is the kind of concrete signal investors crave when a hot sector meets volatile price action. The piece matters because it turns a popular theme into testable claims: backlog conversion and margin recovery.