Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses - Peer2Peer

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Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses

Jul 01, 2026

Most of Sandisk’s annual revenue could eventually come from its new business model contracts that provide better visibility, BofA said.

https://www.marketwatch.com/story/sandisks-and-microns-stocks-sink-as-the-rotation-trade-builds-but-supply-shortages-should-limit-losses-94a05f82?mod=mw_rss_topstories

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