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

Economy MarketWatch By Britney Nguyen 01 Jul 2026 18:17 1 min read
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.

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

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