Sift Stack
The Strait of Hormuz - Open or Closed, Micron Stock, Warsh 1st Impressions: TWSS 33 - 6.22.2026
27:27
Episode 33 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Memory is the new gold rush. Micron just joined the trillion-dollar club, with quarterly revenue up 196% year-over-year as AI's appetite for storage grows. The same forces are lifting WDC and SNDK. Here's the interesting part: analysts expect Micron to nearly match…