Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
In Q2/26, $MU had the biggest share gain in the Enterprise SSD market share (Total $39.2B)
Samsung 35.0%
Micron 17.2% (up from 13.1%)
Solidigm 14.1% (up from 13.6%)
SK Hynix 10.1%
Other 10.0%
Kioxia 9.1%
Sandisk 4.4%
$SKHY $SNDK