Middle East risk alert! Memory stocks are surging; do not chase SanDisk. If you must play this trend, look at Micron.

Before discussing individual stock opportunities, let me first outline the potential risks we may face this week.Currently, the biggestuncertainty lies in the situation in the Middle East,Last week, Trump stated that he wouldimpose stricter economic sanctions on Iran, potentially with unprecedented intensity.If these measures are actually implemented, I believe there is a high probability that tensions in the Middle East will escalate again in the short term. Once geopolitical risks rise again and international oil prices increase, it willdirectly impact short-term market risk., so firsta reminder to everyone:. If you truly missed the buying opportunity at last week's lows and are now looking to chase the rally aggressively,you must strictly control your overall position size; heavy positioning is strictly prohibited.The market dynamics are completely different from last week. Last week, we were positioning early at low levels. Now, many core technology stocks have risen consecutively. At this point,chasing the rally carries a much less favorable risk-reward ratio compared to entering at the lows.

Let's first look at the strongest performer: memory chips.

1. $SanDisk (SNDK.US)$ SanDisk rose more than 7% again last Friday, with its share price rapidly climbing from around $1,300 at the lows to nearly $1,700 over two consecutive trading sessions. For those who established an initial position in SanDisk near $1,200 previously,my strategy remains unchanged: do not easily sell off all your chips accumulated at the lower levels.For those already in profit, hold your positions to protect your principal and let the remaining core holdings continue to play for further upside. If capital continues to flock into SanDisk this week, there is even a possibility of it challenging the $1,900 level. Ifyou completely missed the entry,my view isnot to chase SanDisk,because SanDisk's volatility is extremely high. With a gain of over 20% in just two trading sessions, chasing highs at this point carries significant risk. Should short-term profit-taking emerge, the pullback could be very rapid. Therefore, for those who have completely missed out on the memory storage rally,At this stage, if you are determined to chase the rally, I would actually prefer recommending Micron.

2. Micron $Micron Technology (MU.US)$ Micron edged up 2% on Friday. It attempted to push higher during the session but encountered some resistance near $980. Looking at the structure over the last three consecutive trading days, I believeMicron's uptrend remains intact,but currently the entirememory chip sector is seeing a clustering of capital.Therefore, chasing Micron at this level is essentiallyalso a case of buying at elevated prices.，If you are unwilling to wait for a pullback,It's just thatand insist on participating in this round of the memory chip rally,then you must establishclear risk control levels for yourself.You can directly useUSD 860it as a strict short-term stop-loss level. As long as the breakout point at $860 is not effectively breached, Micron’s technical structure remains bullish. However, since you have chosen to enter at such high levels, you must aim for proportionally higher profits; otherwise, the risk-reward ratio will be unfavorable. If you plan to chase Micron near $980, your upside target should be at least $1,150 to $1,200.

If you prefer not to chase highs in either of these scenarios, my next post will discusspotential opportunities in optical modules and CPUs.。

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