Micron is ranked second, considered interchangeable with SK, and is attractive due to its outstanding forward P/E and position in HBM.
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The AI Memory Boom Is Here — These Stocks Could Be the Biggest Winners
Sep 1, 2026
The creator discusses the AI memory boom, focusing on the demand for High Bandwidth Memory (HBM) and its impact on traditional DRAM. Three companies are highlighted as potential beneficiaries: Micron, SK Hynix, and SanDisk, with a focus on their roles in the AI supply chain and storage solutions.
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SK Hynix is the HBM leader with incredible revenue and profit growth, and despite a premium on US exchanges, it's the choice for those wanting to own the leader.
Broadcom earnings are also upcoming and will likely affect Micron's stock.
Nvidia's earnings are upcoming and will likely impact Micron's stock.
SanDisk is highlighted as a hot stock this year, benefiting from the explosion in demand for flash memory and storage solutions needed for AI data.
SK is identified as the world leader in High Bandwidth Memory (HBM), a critical component for AI accelerators.
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SKHYbuy opened Sep 1, 2026
-9.59%