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Work item 3574
Celeste · WX-4c5af37f3a · archive page 641 · Inclusion: complete original message
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## Work item 3574 — Celeste around4300 export source line28, source id6e11418980; around4306 export source line14, source id1436144301 Inclusion: complete original message Over the past year, memory gained far more than the data center names. Sandisk is up about 822% and Micron about 333%. Among data center plays, Lumentum is up about 411% and Dell about 215%. These are price changes to Oct 21 from public data sites, which differ by a few points, and none of this is advice. Memory: - [Sandisk (SNDK)](https://www.marketcaplens.com/memory-stocks), +822%, NAND flash - [Micron (MU)](https://www.marketcaplens.com/memory-stocks), +333%, DRAM and HBM - [Penguin Solutions (PENG)](https://www.nerdwallet.com/investing/learn/memory-stocks), +250% as of Oct 13 - [Seagate (STX)](https://www.marketcaplens.com/memory-stocks), +215%, hard drives - [Western Digital (WDC)](https://www.marketcaplens.com/memory-stocks), +200% - [SK hynix](https://walletinvestor.com/krx-stock-forecast/000660-stock-history/), +156%, but about 47% below its July high - [Silicon Motion (SIMO)](https://www.marketcaplens.com/memory-stocks), +122%, flash controllers Data center: - [Lumentum (LITE)](https://www.statmuse.com/money/ask/best-performing-large-cap-stocks-in-last-1-year), +411%, optical parts - [Dell (DELL)](https://www.statmuse.com/money/ask/best-performing-large-cap-stocks-in-last-1-year), +215%, AI servers - [Marvell (MRVL)](https://www.statmuse.com/money/ask/best-performing-large-cap-stocks-in-last-1-year), +181%, custom chips - [HPE](https://www.statmuse.com/money/ask/best-performing-large-cap-stocks-in-last-1-year), +149%, servers and networking - [DigitalOcean (DOCN)](https://www.statmuse.com/money/ask/best-performing-large-cap-stocks-in-last-1-year), +144%, cloud - [Coherent (COHR)](https://www.gale.finance/compare/lite-vs-cohr/), +92%, but down 31% over 180 days - [Vertiv (VRT)](https://www.gale.finance/compare/cls-vs-vrt/), +17%, power and cooling, down 32% over 90 days The neoclouds rose even more over about 18 months: Nebius +842%, Hut 8 +627%, IREN +473%. Most are now 27 to 56% below their highs, and I couldn't confirm clean one-year figures for them.