Nvidia is mentioned as a benchmark for SanDisk's performance, indicating that SanDisk is not overpriced despite its rapid growth, similar to how Nvidia was not overpriced during its surge.
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Here's Why Everyone's Buying Memory Stocks Right Now
NanalyzeMay 29, 2026
The creator discusses the current surge in memory stocks, highlighting SanDisk and Micron as key examples. They explain the trend towards persistent demand in the memory sector, moving away from its traditional cyclical nature. The discussion also touches on the Roundhill DRAM ETF (ticker DRAM) as a popular investment vehicle for memory stocks, particularly for US investors seeking exposure to companies like Samsung Electronics and SK Hynix.
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Micron has become a go-to stock, with shares increasing nearly 500% on average since the creator highlighted HBM in June 2024.
SanDisk has experienced explosive growth, up over 4,000% in the past year, and is surprisingly considered a strong company despite being labeled a meme stock.