May. 8 at 8:03 PM
Missed the monster runs in
$MU and
$SNDK? Don’t make the mistake of thinking the AI memory trade is over
Wall Street is still massively underestimating how deep the AI hardware supply chain goes. The next wave likely won’t just be the obvious names — it’ll be the suppliers powering bandwidth, packaging, controllers, optics, and edge compute.
Watching closely
Memory:
$MU WDC STX
Controllers:
$RMBS SIMO
Packaging/Test:
$AMKR FORM
Optics & Interconnect:
$LITE AAOI COHR MRVL
Edge AI: QUIK SYNA
Infra/Power: SGH POWI
As AI workloads scale, bottlenecks shift. First GPUs. Then memory. Next comes connectivity, power efficiency, and advanced packaging.
The AI gold rush is creating entire ecosystems of winners
Curious about the full approach?👉 Check the @MeanReverter_
