Silicon Motion is a favorite stock for the creator, with impressive year-to-date and past-year performance, making it a strong play on the memory industry.
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These Memory Stocks Will Print Millionaires (Anthropic Just Confirmed It)
Jun 23, 2026
The creator discusses Microsoft's recent partnership with Anthropic and its upcoming earnings, noting the stock's recent dip but overall positive performance. The discussion then shifts to the memory stock sector, particularly Micron, explaining the recent sell-off in South Korean memory stocks like SK Hynix and Samsung as a reaction to market sentiment and a potential shift in memory focus from HBM to other types needed for AI servers. The creator, while not owning Micron directly, believes the bearish story is not yet established and highlights memory-adjacent plays like Silicon Motion and Form Factor.
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The creator owns Silicon Motion as a memory-adjacent play, highlighting its importance in the broader AI server ecosystem beyond just HBM.
Despite a recent sell-off, the creator believes the bearish story for Micron is not yet established and the stock's movements are due to market dynamics rather than a demand slowdown.
Microsoft is down nearly 12% but has a strong recent performance and an upcoming earnings report.
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SIMObuy opened Jun 23, 2026
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