Memory stocks including SanDisk, Western Digital, and Micron rebounded in pre-market trading, recovering from last week's sell-off triggered by Google's TurboQuant AI compression technology breakthrough. The algorithm reduced key-value cache memory usage to three digits, decreased memory capacity by six times, and improved H100 GPU performance by eight times without retraining the model. Analysts have differing opinions on this: Wells Fargo's Andrew Rucha questioned whether long-term memory demand will continue if the hardware required for AI systems decreases; meanwhile, Lynx Equity's KC Rajkumar believes that supply constraints and infrastructure needs will sustain demand, maintaining a target price of $700 for Micron.