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

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

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

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

Source：MarketWatch

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