## 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.