The picks and shovels of the AI boom Which one are you holding? #StockTok #MemoryStocks #AIStocks

本站添加: 2026-05-18

[00:00:00]Everyone's chasing Nvidia. Meanwhile, these five memory stocks are the real picks and shovels of the AI boom. Save this post so you can research these later. Let's go fast. Number one, SanDisk, ticker SNDK. The OG of flash storage. Every phone, every SSD, every data center storing AI data needs this stuff. Number two, Seagate, ticker STX.

[00:00:25]The king of hard drives. AI generates insane amounts of data and it has to live somewhere. Seagate makes that somewhere. Number three, Micron, ticker MU. The heavy hitter. They make the high bandwidth memory that literally sits next to Nvidia's chips. No memory, no AI. Number four, Western Digital, ticker WDC. Storage giant. They build the drives that hyperscalers like Amazon, Google, and Meta load up on by the truckload. Number five, the all-flash data platform AI companies are switching to because spinning disks can't keep up anymore. Five memory plays, one massive trend. Give me a follow and let me know which one of these are already in your portfolio.