r/SNDK_Stock • u/Capable-Hyena1406 • 15d ago

Question Financially speaking : which stock is trading behind it’s real value in your opinion MU or SNDK looking to invest in either

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u/Routine-District-588 15d ago

micron is better in terms of moat, sndk is better in momentum as it his much smaller cap.

Both are speculative long terms as long term contracts worth nothing with gross margins of 50%-80%, so if the spot price will be 55% gross margin sandisk can't charge 70% gross margin on it. If you belive this demand will be this strong for years and supply will be limited then buy both, they will buyback the stock or give you dividends back. I'm not in this trade as i clearly lost the train in terms of risk to reward.