Meta was a previous market obsession, but the focus is shifting to memory's role in AI.
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These AI Stocks Are Up 700%… And Still Look Cheap
Dividend TalksMay 10, 2026
The creator discusses the recent surge in memory stocks like Micron, SanDisk, and Seagate, driven by AI demand. While acknowledging historical cyclicality, the video argues that AI infrastructure needs are creating a sustainable demand for memory, potentially lasting until 2027. The creator plans to rank four specific stocks based on risk-reward.
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Amazon was a previous market obsession, but the focus is shifting to memory's role in AI.
Microsoft was a previous market obsession, but the focus is shifting to memory's role in AI.
AMD was a previous market obsession, but the focus is shifting to memory's role in AI.
Broadcom was a previous market obsession, but the focus is shifting to memory's role in AI.
Nvidia was a previous market obsession, but the focus is shifting to memory's role in AI.
Western Digital is mentioned as part of the broader memory ETF exposure.
Samsung's valuation has surged past $1 trillion, driven by AI memory demand.
Seagate has experienced a vertical stock price increase due to AI memory demand.
SanDisk has seen massive gains, but its current valuation may warrant caution.
Micron is a primary AI memory play with strong demand and potential for sustained margins.
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