STONKS STOCKS

1 year ago, MU was at $65. It's up 1100% so far.

DRAM launched on 1 month ago and its up 85% already.

Here's every company inside $DRAM and why they'll print 1000%-2000% over the next 5 years:

🔵 Micron Technology ($MU) — 24.13%

The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale.

🟢 SK Hynix — 23.61%

South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside.

🟠 Samsung Electronics — 25.02%

World's largest memory producer. Dominates NAND and DRAM. Spending $200B+ to stay at the cutting edge of AI chips.

⚪ Kioxia (285A.JP) — 4.98%

Japan's top NAND flash maker, spun out of Toshiba. AI storage explosion will drive massive enterprise SSD demand.

🔴 SanDisk ($SNDK) — 4.81%

Pure-play NAND flash and SSDs. As AI edge devices multiply, flash storage demand grows exponentially with it.

🟡 Seagate Technology ($STX) — 4.75%

The king of hard drives for hyperscale data centers. AI training datasets need massive cheap storage — Seagate wins.

🟣 Western Digital ($WDC) — 4.67%

HDD + NAND hybrid play. Pivoting hard into enterprise SSDs as cloud and AI infrastructure keeps expanding globally.

⚫ Winbond Electronics — 0.12%

Taiwan-based specialty DRAM maker. Supplies memory for IoT, automotive, and industrial chips — all growing

fast.

🔵 Nanya Technology — 0.07%

Taiwan DRAM producer focused on commodity memory. Benefits from any supply shortage cycle driven by AI demand.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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It's up 1100% so far.</p>\n<p>DRAM launched on 1 month ago and its up 85% already.</p>\n<p>Here's every company inside $DRAM and why they'll print 1000%-2000% over the next 5 years:</p>\n<p>🔵 Micron Technology ($MU) — 24.13%</p>\n<p>The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale.</p>\n<p>🟢 SK Hynix — 23.61%</p>\n<p>South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside.</p>\n<p>🟠 Samsung Electronics — 25.02%</p>\n<p>World's largest memory producer. Dominates NAND and DRAM. Spending $200B+ to stay at the cutting edge of AI chips.</p>\n<p>⚪ Kioxia (285A.JP) — 4.98%</p>\n<p>Japan's top NAND flash maker, spun out of Toshiba. AI storage explosion will drive massive enterprise SSD demand.</p>\n<p>🔴 SanDisk ($SNDK) — 4.81%</p>\n<p>Pure-play NAND flash and SSDs. As AI edge devices multiply, flash storage demand grows exponentially with it.</p>\n<p>🟡 Seagate Technology ($STX) — 4.75%</p>\n<p>The king of hard drives for hyperscale data centers. AI training datasets need massive cheap storage — Seagate wins.</p>\n<p>🟣 Western Digital ($WDC) — 4.67%</p>\n<p>HDD + NAND hybrid play. Pivoting hard into enterprise SSDs as cloud and AI infrastructure keeps expanding globally.</p>\n<p>⚫ Winbond Electronics — 0.12%</p>\n<p>Taiwan-based specialty DRAM maker. Supplies memory for IoT, automotive, and industrial chips — all growing</p>\n<p>fast.</p>\n<p>🔵 Nanya Technology — 0.07%</p>\n<p>Taiwan DRAM producer focused on commodity memory. Benefits from any supply shortage cycle driven by AI demand.</p></body></html>","htmlText":"<html><head></head><body><p>1 year ago, MU was at $65. It's up 1100% so far.</p>\n<p>DRAM launched on 1 month ago and its up 85% already.</p>\n<p>Here's every company inside $DRAM and why they'll print 1000%-2000% over the next 5 years:</p>\n<p>🔵 Micron Technology ($MU) — 24.13%</p>\n<p>The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale.</p>\n<p>🟢 SK Hynix — 23.61%</p>\n<p>South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside.</p>\n<p>🟠 Samsung Electronics — 25.02%</p>\n<p>World's largest memory producer. Dominates NAND and DRAM. Spending $200B+ to stay at the cutting edge of AI chips.</p>\n<p>⚪ Kioxia (285A.JP) — 4.98%</p>\n<p>Japan's top NAND flash maker, spun out of Toshiba. AI storage explosion will drive massive enterprise SSD demand.</p>\n<p>🔴 SanDisk ($SNDK) — 4.81%</p>\n<p>Pure-play NAND flash and SSDs. As AI edge devices multiply, flash storage demand grows exponentially with it.</p>\n<p>🟡 Seagate Technology ($STX) — 4.75%</p>\n<p>The king of hard drives for hyperscale data centers. AI training datasets need massive cheap storage — Seagate wins.</p>\n<p>🟣 Western Digital ($WDC) — 4.67%</p>\n<p>HDD + NAND hybrid play. Pivoting hard into enterprise SSDs as cloud and AI infrastructure keeps expanding globally.</p>\n<p>⚫ Winbond Electronics — 0.12%</p>\n<p>Taiwan-based specialty DRAM maker. Supplies memory for IoT, automotive, and industrial chips — all growing</p>\n<p>fast.</p>\n<p>🔵 Nanya Technology — 0.07%</p>\n<p>Taiwan DRAM producer focused on commodity memory. Benefits from any supply shortage cycle driven by AI demand.</p></body></html>","text":"1 year ago, MU was at $65. It's up 1100% so far. DRAM launched on 1 month ago and its up 85% already. Here's every company inside $DRAM and why they'll print 1000%-2000% over the next 5 years: 🔵 Micron Technology ($MU) — 24.13% The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale. 🟢 SK Hynix — 23.61% South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside. 🟠 Samsung Electronics — 25.02% World's largest memory producer. Dominates NAND and DRAM. Spending $200B+ to stay at the cutting edge of AI chips. ⚪ Kioxia (285A.JP) — 4.98% Japan's top NAND flash maker, spun out of Toshiba. AI storage explosion will drive massive enterprise SSD demand. 🔴 SanDisk ($SNDK) — 4.81% Pure-play NAND flash and SSDs. As AI edge devices multiply, flash storage demand grows exponentially with it. 🟡 Seagate Technology ($STX) — 4.75% The king of hard drives for hyperscale data centers. AI training datasets need massive cheap storage — Seagate wins. 🟣 Western Digital ($WDC) — 4.67% HDD + NAND hybrid play. Pivoting hard into enterprise SSDs as cloud and AI infrastructure keeps expanding globally. ⚫ Winbond Electronics — 0.12% Taiwan-based specialty DRAM maker. Supplies memory for IoT, automotive, and industrial chips — all growing fast. 🔵 Nanya Technology — 0.07% Taiwan DRAM producer focused on commodity memory. 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