The market’s got a fever, and the only prescription is momentum. Tech, specifically. Everything else is just noise. SaaS is circling the drain, a slow leak in a bad quarter. The smart money? It’s chasing what’s moving, and right now, that’s memory. Not the kind you used to have, but the silicon kind. Two names are worth a look, if you can stomach the ride.
Sandisk: Not a Flash in the Pan, But Close
Sandisk. The name feels…temporary. Like a motel room. They make NAND, which is fancy talk for flash memory. Spun off from Western Digital not long ago, they’ve been on fire since. Not a controlled burn, either. More like a grease fire in a data center.
Simple reason. NAND is scarce. AI wants it. Needs it. Those solid-state drives, the ones that make everything run, they’re hungry for flash. Everybody got excited about DRAM, about HBM, and forgot about the basics. It’s like a gambler chasing a long shot. They left the sure thing on the table.
Sandisk is the only pure play in this game, at least on the U.S. exchanges. Which means they’re sitting pretty. Revenue is climbing, margins are expanding. They’re adding capacity, sure, but the shortage is real. Pricing power is a beautiful thing. Expect it to stay tight for a while. This isn’t about innovation; it’s about simple supply and demand. And right now, supply is a ghost.
Micron Technology: Riding the HBM Wave
NAND isn’t the only memory market feeling the squeeze. DRAM is getting hot too. Micron Technology is playing that angle. About 80% of their revenue comes from DRAM, the rest from NAND. They’re not a specialist, but they’re sitting on a goldmine.
The real story is HBM. High Bandwidth Memory. It’s what makes those AI chips sing. Micron sees demand growing at 40% a year. That’s a hockey stick projection, and those are always suspect. But the need is real. Manufacturing HBM is a pain. Requires three times the wafer capacity of regular DRAM. It’s like trying to squeeze an ocean into a thimble. That creates a shortage, pushes up prices. It’s a bottleneck, and Micron is controlling the flow.
Revenue is soaring. Margins are ballooning. They’re well-positioned to ride this AI wave for years. It’s a super-cycle, they say. Those terms make me nervous. But the fundamentals are solid. This isn’t about hype; it’s about infrastructure. And infrastructure, unlike most things in this business, tends to stick around.
Read More
- 21 Movies Filmed in Real Abandoned Locations
- 2025 Crypto Wallets: Secure, Smart, and Surprisingly Simple!
- The 11 Elden Ring: Nightreign DLC features that would surprise and delight the biggest FromSoftware fans
- 10 Hulu Originals You’re Missing Out On
- 39th Developer Notes: 2.5th Anniversary Update
- Gold Rate Forecast
- Rewriting the Future: Removing Unwanted Knowledge from AI Models
- PLURIBUS’ Best Moments Are Also Its Smallest
- Bitcoin, USDT, and Others: Which Cryptocurrencies Work Best for Online Casinos According to ArabTopCasino
- Doom creator John Romero’s canceled game is now a “much smaller game,” but it “will be new to people, the way that going through Elden Ring was a really new experience”
2026-02-08 16:32