In this video: Trades: Economy Stuck, Mega Caps Fall, Memory AI Stocks See Blow Off Top, Silver Dumps. Video by Gareth Soloway.
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Reports of a "blow-off top" in memory AI stocks are emerging amidst significant recent surges, driven by high demand for High-Bandwidth Memory (HBM) chips and anticipation of rising memory prices throughout 2026. Major players like Micron Technology and SanDisk have seen their stock prices rise sharply, though some analysts are questioning if the aggressive moves are a fundamental re-rate or a speculative peak
Key Insights
-Soaring Prices: Memory chip companies have experienced substantial gains, with SanDisk stock up over 650% in the past six months and Micron up nearly 250% in the last year.
-AI-Driven Demand: The surge is driven by an AI "supercycle," with massive demand from data centers and GPUs for advanced memory solutions like HBM, leading to supply shortages.
-Pricing Power: Samsung and SK hynix are reportedly looking to raise server DRAM prices by up to 70%, indicating strong pricing power for manufacturers due to the supply constraints.
-Market Outlook: While the current run has been strong, the market outlook for 2026 points to continued strong demand, with analysts forecasting the overall AI memory chip market to grow significantly over the next decade.
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