🔥 Memory stocks are coming back to life

StockPickers DUO

@stockpickers_duo · Sep 8

· Sep 8

🔥 Memory stocks are coming back to life. Sandisk +12% in a day

On Friday, companies around memory and data storage were among the strongest parts of the market:

-Sandisk $SNDK : +12%

-Micron $MU : around +6%

-Seagate $STX and Western Digital $WDC: approximately +6%

- Semiconductor index added over 3%

The main reason is continued optimism around AI data centers. As AI infrastructure grows, so does the need for fast memory and storage, so investors are starting to look beyond the usual Nvidia or Broadcom.

For us, this is an interesting trend because memory could be another part of the AI chain that will benefit long-term from high data center investments.

Do you have Micron, Sandisk, or another memory stock in your portfolio? Which one from this sector do you like the most? 👇

A community member's personal view, not investment advice. Community Guidelines

Kryštof Jáně @krystofjane Sep 9

I enjoy watching it. But I don't hold shares in either of those companies. I took part of the growth with options, and when a shorter-term opportunity arises, I'm not afraid of it. If I held shares, I'd be more likely to consider at least a partial sale.

Victor Nettoyeur @victor_nettoyeur Sep 10

For what reason should I sell now?

Martin Sedláček @martinsedlacek Sep 8

I have had Micron in my portfolio since before the AI boom. Memory has always been a cyclical sector, but in my view AI infrastructure is bringing structurally higher demand than we were used to in previous cycles.

Pavel Roubalík @pavelroubalik Sep 8

Yes

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