Sandisk, Western Digital, and Micron Technology were all hot buys last year. These stocks all benefited from a surge in demand for their memory and storage solutions.
Each of the six companies benefits from the insatiable demand surrounding AI. Both Nvidia and Taiwan Semiconductor are in the trillion-dollar market cap club.
Shares of Micron Technology (NASDAQ:MU) have surged dramatically, coinciding with a shift in retail investor sentiment on platforms like Reddit and X from moderate to extremely bullish.
This year, there won't be enough memory to meet worldwide demand for memory because powerful AI chips made by companies like Nvidia, AMD and Google need so much of it. Prices for computer memory, or RAM, are expected to rise over 50% this quarter compared to the last quarter of 2025.
Der KI-Boom ist noch lange nicht am Ende. Dies zeigt unter anderem der Auftritt von NVIDIA auf der CES 2026. Gleichzeitig findet die KI immer breitere Anwendungen.
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