chipzzy
06-30 04:37

The AI tape in 2026 is still running hot, with memory clearly leading the charge.

You don't ignore moves like this:

$SanDisk Corp.(SNDK)$  +604% - a full-blown re-rating, the trend stayed persistent through volatility

SK Hynix +295% - structural HBM demand, still central to the AI compute stack

$Micron Technology(MU)$  +238% - a slower start, but now fully aligned with the cycle expansion

This is what leadership looks like when capex and AI demand remain intact.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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