---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000859338.md"
description: "While broader markets slipped under geo-tension, AI memory demand continues to prove it’s the ultimate bottleneck. SanDisk, WDC and Micron ripping higher shows where real pricing power sits. Meanwhile, Druckenmiller exiting Micron right before the surge is a stark reminder that even institutional giants can misjudge macro timing. On the home front, STI holding steady above 5,768 reflects Singapore’s resilient fundamentals. Sticking with quality tech infrastructure and steady local dividend plays for the long run."
datetime: "2026-08-18T12:36:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000859338.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000859338.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000859338.md)
author: "[Lemonade](https://longbridge.com/en/profiles/22811857.md)"
generator: "portal-rs"
---

# While broader markets slipped under geo-tension, A…


### Related Stocks

- [STI.SG](https://longbridge.com/en/quote/STI.SG.md)
- [WDC.US](https://longbridge.com/en/quote/WDC.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [WDCVV.US](https://longbridge.com/en/quote/WDCVV.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**