Sandisk and Micron Dominated the First Half of 2026. Which Is the Best Buy Now?

Sandisk and Micron dominated the first half of 2026, with Micron up about 325% and Sandisk nearly 900%, according to the article, prompting investors to ask whether further upside remains. Both companies are memory-chip makers: Micron produces DRAM and NAND, while Sandisk focuses on NAND for non-volatile storage used in devices including SSDs. The piece links demand to AI-driven data-center expansion, citing Nvidia expectations that global data-center capex could reach $3 trillion to $4 trillion annually by 2030. For valuation context, it notes Wall Street projections of next-year growth of 78% for Micron and 122% for Sandisk, and forward price-to-earnings multiples of about 8x for Micron and 13x for Sandisk. The article frames both as not priced like “bubble” growth stocks and suggests looking at FY projections.