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The creator discusses the current global memory shortage driven by AI build-out, leading to price increases...

Joe InvestssJun 26, 2026

The creator discusses the current global memory shortage driven by AI build-out, leading to price increases for products like Apple's. They highlight two stocks to potentially buy due to this trend: Micron Technology (MU) for its strong earnings and guidance, and the DRAM Memory ETF (DRAM) which holds major memory makers like SK Hynix, Samsung, and Micron.

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Tickers discussed in this post

AAPLNeutralLow ConvictionResearch Only

Apple has increased prices on many of its products due to the memory shortage, but no specific investment recommendation is made.

MUBullishHigh ConvictionSignal-backedPrimary

Micron Technology (MU) is a buy due to its position as a major memory maker, its recent record earnings and revenue, and strong future guidance, benefiting from the AI-driven memory shortage.

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Tracked calls opened from this post

MU
buy opened Jun 26, 2026
+0.00%