---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000446239.md"
description: "Momentum remains strong for MU, WDC, and SNDK as storage stocks keep leading sector rotation, but make sure you’re not chasing tops. MU’s new fab expansion and WDC’s capital return programs look solid, and SNDK’s earnings surprise last quarter was insane. This group is where AI bottlenecks meet hard fundamentals — yet valuations are stretched in some cases"
datetime: "2026-02-04T08:49:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000446239.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000446239.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000446239.md)
author: "[TeslaInvestor_先鋒](https://longbridge.com/en/profiles/16656253.md)"
generator: "portal-rs"
---

# Momentum remains strong for MU, WDC, and SNDK as s…


### Related Stocks

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

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