The MoneyFlows Show

Ep. 29 - 5 AI Storage & Memory Stocks for SEVERE Chip Shortage


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#Memory and #Storage: Five Pillar Stocks for the AI EraAre 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➡️https://youtu.be/roc-n8-JDasThen, tune in next Thursday at 9:00 a.m. Eastern as Jason joins to discuss the picks and shovels of the quantum computing space!Remember none of this content is personalized financial advice.

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