Everyone is chasing NVIDIA, but what powers the AI itself? Personally, I’ve taken notice of MUB and SNDKB.
When it comes to investing in AI, most people immediately rush to buy NVDAB. But the most powerful processors won’t work without super-fast memory and large storage. That’s why the real gray cardinals—semiconductor giants Micron and SanDisk—take the stage.
Buying them from Ukraine used to be quite a quest. But thanks to bStocks, starting from @BinanceCIS tokenized shares of MUB and SNDKB can be obtained directly with available USDT, bypassing banking bureaucracy.
Why these companies specifically, and not just a shadow of NVIDIA? Here are the dry numbers:
-Micron (MUB): a monopolist. The only manufacturer in the US of HBM, DRAM, and NAND memory—the kind of memory AI simply can’t “run” without. Demand is so high that the entire HBM volume for 2026 has already been fully sold out. Against this backdrop, their revenue in Q2 jumped by 196% (over $23.8B).
-SanDisk / Western Digital (SNDKB): storage for big data. Training AI requires massive data centers. Today, it’s cloud clients that generate 89% of the company’s revenue. Production capacity for all of 2026 is also 100% reserved by corporations.
Are you keeping an eye on the memory sector?
#bStocksCIS $MUB $SNDKB
When it comes to investing in AI, most people immediately rush to buy NVDAB. But the most powerful processors won’t work without super-fast memory and large storage. That’s why the real gray cardinals—semiconductor giants Micron and SanDisk—take the stage.
Buying them from Ukraine used to be quite a quest. But thanks to bStocks, starting from @BinanceCIS tokenized shares of MUB and SNDKB can be obtained directly with available USDT, bypassing banking bureaucracy.
Why these companies specifically, and not just a shadow of NVIDIA? Here are the dry numbers:
-Micron (MUB): a monopolist. The only manufacturer in the US of HBM, DRAM, and NAND memory—the kind of memory AI simply can’t “run” without. Demand is so high that the entire HBM volume for 2026 has already been fully sold out. Against this backdrop, their revenue in Q2 jumped by 196% (over $23.8B).
-SanDisk / Western Digital (SNDKB): storage for big data. Training AI requires massive data centers. Today, it’s cloud clients that generate 89% of the company’s revenue. Production capacity for all of 2026 is also 100% reserved by corporations.
Are you keeping an eye on the memory sector?
#bStocksCIS $MUB $SNDKB
