@dillybonovan: The AI trade isn’t over. It may just be rotating into one of the most important pieces of the entire infrastructure stack: memory. AI data centers need enormous amounts of DRAM, NAND and high-bandwidth memory to keep GPUs fed with data — and demand continues to accelerate while supply remains constrained. That’s why I’m buying the memory sector. $MU $SNDK SK Hynix $DRAM The GPU trade got all the attention. It’s time for Memory’s turn again. #stocks #investing #stockmarket #memory #finance

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Thursday 13 August 2026 21:56:53 GMT