Micron is a buy as the only US maker of HBM memory, with its entire supply sold out through 2025 and record revenue of $41.5 billion in the last quarter.
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The creator highlights three stocks poised to benefit from a memory chip shortage lasting beyond 2026. The...
Jul 10, 2026
The creator highlights three stocks poised to benefit from a memory chip shortage lasting beyond 2026. The stocks mentioned are SanDisk (SNDK), the DRAM ETF, and Micron (MU), with a focus on their strong revenue growth and market position in memory solutions.
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The DRAM ETF is a recommended buy as it strictly focuses on memory companies like Micron, SK Hynix, and Samsung, which are expected to benefit from rising memory prices.
SanDisk is recommended due to its significant revenue growth (251% YoY) and strong guidance, driven by exploding datacenter revenue and increasing demand for memory products.