5 AI Storage & Memory Stocks for SEVERE Chip Shortage | HBM MU SNDK DRAM [4QE7CrAVQZp]
#Memory and #Storage: Five Pillar Stocks for the AI Era Are Storage and #MemoryStocks still the trade of the year, or is it time to get off the train? The answer is a resounding no. We break down the hard facts, data, and fundamental drivers keeping this sector elevated not just for 2026, but for years to come. We explain the five-layer memory stack that powers large language model backend computations, from lightning-fast SRAM and HBM to essential NAND, HDD archives, and the data controllers that manage the system traffic. In this video, we cover the top 5 pillar stocks to play this #AI theme: #Micron Technology (#MU): Sitting at the top of the stack with SRAM and HBM DRAM, Micron boasts staggering earnings growth, an incredibly low forward PE ratio of 9.9, and continuous institutional money inflows. #SanDisk (#SNDK): Operating in the NAND/SSD space to store active data sets, this enterprise company is seeing severe bottlenecks drive massive demand, resulting in a recent year-over-year revenue growth of 251%. #Seagate Technology (#STX): A mass storage all-star with deep hyperscaler exposure, seeing its stock price skyrocket from below $200 to over $1,000 as sequential revenue and profitability are projected to grow over the next four to five quarters. #WesternDigital (#WDC): Another powerhouse in the HDD mass storage backup and archive layer, riding a wave of massive bottom-line profit expansion and strong #InstitutionalMoneyFlows. #SiliconMotion (#SIMO): Our riskier, smaller-cap play ($9.3 billion market cap) that specializes in controllers, optimizing the speed and efficiency of the entire memory ecosystem. 👍If you love this type of content, please like and subscribe to our channel!🔔 📅Up Next: Be sure to check out our previous video on quantum photonics. 📺WATCH➡️ Then, tune in next Thursday at 9:00 a.m. Eastern as Jason joins to discuss the picks and shovels of the quantum computing space!