According to CNBC, Jay Woods said the recent weakness in memory stocks, including DRAM names tied to AI infrastructure, looks like a buying opportunity after a strong start to the year. He pointed to Samsung's record third-quarter profits this week, said the sector's top components continue to post record profits and large backlogs, and noted that the DRAM ETF launched on April 2 and has risen as much as 211% before pulling back. Woods said the ETF is holding near its all-time high anchored VWAP, its inception anchored VWAP and its 50-day moving average, which he described as a support area. He said investors could add to or start positions at those levels, using the anchored VWAP from recent lows around $53 as a stop-loss. Woods said the upside target is $63, with a move above that potentially taking shares back into the low 70s. He also said Micron remains one of the best-performing stocks in the S&P 500 this year and is up more than 270% in 2026, though it has gone nowhere since May.