@CompanyFence382 1 week ago
Memory chips stocks are hot right now
Memory chips stocks are hot right now
SK Hynix, Samsung, and have all surged thanks to AI-driven memory demand. Memory used to be considered a boring business, suddenly feels like the center of the AI boom. Which particular company are you the most bullish on?
@ProduceCut309 1 week ago
AI demand has completely reshaped the memory market, and the companies that keep executing on high-bandwidth memory should remain in the spotlight.
@AlexWalker 1 week ago
still stands out to me, the AI memory cycle looks strong, but execution and pricing power will matter more than ever from here.
@IsabelLynn 1 week ago
execution really is everything here. do you think the current demand will last through next year for these memory makers?
