The AI infrastructure boom continues to accelerate, and memory is becoming one of its biggest beneficiaries. With demand for high-bandwidth memory surging, companies like $MU, $WDC, and $SNDK are well positioned as hyperscalers expand AI data centers and next-generation computing capacity. If AI spending stays on its current path, the memory market could be entering another powerful growth cycle.
Do you think memory stocks still have significant upside, or has the AI trade already pushed valuations too far?