Sandisk is identified as a key player in the memory sector benefiting from the AI-driven memory supercycle.
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The creator highlights the 'memory trade' as a critical, under-discussed sector within the AI boom, arguing...
Aug 13, 2026
The creator highlights the 'memory trade' as a critical, under-discussed sector within the AI boom, arguing that high-speed memory is essential for AI infrastructure. He identifies Micron, SK Hynix, and Sandisk as key players and suggests a DRAM ETF for broader exposure.
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SK Hynix is a key memory player, already shipping next-gen HBM4 memory to NVIDIA.
Micron is a top pick in the memory sector, supported by record results and its role in supplying high-speed HBM3E memory for AI.