Market attention has clearly expanded beyond GPUs.
$SKHYNIX → HBM
$MU → DRAM/NAND
$SNDK → NAND/storage
$SPCX → high-beta growth
AI infrastructure requires more than compute. Memory and storage remain important pieces of the stack, which is why MU, SKHYNIX and SNDK can become a powerful sector watchlist.
$SKHYNIX → HBM
$MU → DRAM/NAND
$SNDK → NAND/storage
$SPCX → high-beta growth
AI infrastructure requires more than compute. Memory and storage remain important pieces of the stack, which is why MU, SKHYNIX and SNDK can become a powerful sector watchlist.