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The creator analyzes the resilience of memory stocks (Micron, Western Digital, Seagate, SanDisk) in a chall...

Sep 6, 2026

The creator analyzes the resilience of memory stocks (Micron, Western Digital, Seagate, SanDisk) in a challenging macroeconomic environment, highlighting their relative strength despite rising treasury yields and geopolitical tensions.

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Tickers discussed in this post

SKHYNeutralMedium ConvictionSignal-backedSecondary

SK Hynix is held in the creator's portfolio and is performing well.

SNDKNeutralMedium ConvictionSignal-backedSecondary

SanDisk is held in the creator's portfolio and showed significant relative strength with a 12% gain.

STXNeutralMedium ConvictionSignal-backedSecondary

Seagate is highlighted as part of the memory sector group that outperformed the market with a 6% gain.

WDCNeutralMedium ConvictionSignal-backedSecondary

Western Digital is noted for its 6% gain, demonstrating relative strength in the memory sector.

MUNeutralMedium ConvictionSignal-backedPrimary

Micron shows strong relative strength, but the creator is waiting for a breakout above $1040 before taking further action.

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