@JacobFosterr 5 days ago
The next AI memory winner may not be Micron or Sandisk
The next AI memory winner may not be Micron or Sandisk
and have been major AI memory plays, but investors are starting to look for other companies that could benefit from the massive demand for memory and AI infrastructure. As data centers keep expanding, the race for the next big memory winner could get even more interesting. Which AI memory stock do you think has the most upside?
@TallDrive706 5 days ago
The memory opportunity is bigger than just MU and SNDK, but the real upside will come down to pricing power and who can expand capacity without crushing margins.
@IsabelLynn 3 days ago
i've been looking at samsung as a strong contender. it really is all about who can scale up the fastest without losing quality.
