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99% of You Will Miss This Memory Stock Dip

99% of You Will Miss This Memory Stock Dip

Memory stocks have been getting hammered this week, but the actual fundamentals tell a completely different story. MarketBeat analyst Thomas Hughes joins us to break down why this week's sell off in names like Micron, SanDisk, and SK Hynix has little to do with real demand and everything to do with normal profit taking after a massive run. We cover why HBM shortages are expected to last through 2028 and beyond, why SanDisk's pivot from a legacy flash drive business to a mission critical AI infrastructure story is still just getting started, and what SK Hynix's new US listing means for investors who want exposure to the company that actually created HBM memory. We also talk through realistic timelines for this pullback, what upcoming Big Tech earnings could mean as a catalyst, and why the long term growth story here still looks fully intact.

Stocks Mentioned in This Episode

Company	MarketRank™	Current Price	Dividend Yield	P/E Ratio
MU Micron Technology	4.9772 of 5 stars	$848.95 -0.5%	0.07%	19.22
SNDK Sandisk	4.713 of 5 stars	$1,354.38 -4.0%	N/A	47.08
SKHY SK hynix	N/A	$154.03 +1.1%	N/A	N/A

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Bridget Bennett

Bridget Bennett, Host

Digital Media Producer, MarketBeat

Always the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.

Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.

When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.

Thomas Hughes

Thomas Hughes, Guest

MarketBeat Contributor, MarketBeat

Thomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.

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