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

EPISODE · Aug 21, 2026 · 5 MIN

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

from Schwab Network · host Schwab Network

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. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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

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