I think most investors don’t have a lot of insight about semiconductors per se, and especially not about memory and storage technology, which are experiencing their own renaissance. It is for that reason that we are getting a bunch of panic selling. For Micron, SanDisk, these are not normal times Keep the faith with Micron, SanDisk Morgan Stanley’s Joe Moore defends falling shares of Micron and SanDisk in the face of worries about “demand destruction,” capacity glut, and Google’s “TurboQuant.” He’s right that this cycle is somewhat different than others, in a good way. thetechnologyletter.com $MU $SNDK $GOOGL $NVDA

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