Jim Cramer talks if you should add Micron, Sandisk, and Seagate to your portfolio - CNBC

In a May 8, 2026 episode of 'Mad Money,' renowned financial host Jim Cramer discussed whether investors should include Micron Technology, SanDisk, and Seagate in their portfolios. These companies are ... Read original →

Cramer’s bullish stance on Micron, SanDisk, and Seagate reflects a bet on the storage cycle inflection. Technically, surging AI cluster demand for HBM and QLC NAND is forcing upstream equipment makers to ramp capacity, while hyperscalers lock in multi-year supply deals. Compliance-wise, Micron benefits from CHIPS Act subsidies but faces hidden costs from export controls on its Xi’an packaging ops; SanDisk’s reliance on Kioxia joint fabs leaves it exposed geopolitically. Competitively, Samsung and SK Hynix are deploying price aggression to delay Micron’s recovery, while Western Digital may target Seagate’s nearline HDD share. Over the next 12–24 months, CXL-based memory pooling and edge AI will split NAND demand: consumer weak, enterprise strong. Winners will be vertically integrated players mastering 3D stacking yields and controller IP—not just capacity scale.