MU, SNDK Bull Case in Backlog & Easing Supply Woes After Stellar Stock Rally @SchwabNetwork
MU, SNDK Bull Case in Backlog & Easing Supply Woes After Stellar Stock Rally  @SchwabNetwork
Uploaded August 2026 | Updated September 2026, 2 weeks ago
Stocks like Micron (MU) and SanDisk (SNDK) have phenomenally outperformed over the last 12 months but also fell victim to a recent ramp in tech volatility. Bob Lang sees more room to run for the AI memory trade due to margin opportunity in DRAM and an eventual downtrend in supply woes. Ed Butowsky spotlights Micron's backlog as a key bullish factor warranting the stock's stellar rise.

Segment originally aired Friday, August 21, 2026.

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MU, SNDK Bull Case in Backlog & Easing Supply Woes After Stellar Stock Rally

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