Sanjay Mehrotra

October 15, 2026

Micron sees DRAM demand rise as China expands, Taiwan plant sold out. Recent reports note that China’s rapid build‑out of DRAM capacity is increasing competitive pressure on major manufacturers, including Micron. Micron’s new plant in Taiwan has been fully allocated through 2027, and workers have called for a 15% share of profits. Elon Musk has publicly increased his stake in Micron, highlighting continued interest from technology leaders. The stock’s RSI is in the low‑30s, indicating recent price weakness relative to its 52‑week range.

October 17, 2026

CDW Wins Dell Partner Award, Cited as Undervalued on AI Deal. CDW Corporation was named a Dell Technologies Partner for the fifth straight year, reinforcing its position in the IT distribution sector. Separately, a recent analysis suggests the stock may be undervalued following an AI services deal. The company's trailing P/E of 17.4 remains below the average analyst target of $158.67.