#Memory and #Storage: Five Pillar Stocks for the AI EraAre Storage and #MemoryStocks still the trade of the year, or is it time to get off the train? The answer is a resounding no. We break down the hard facts, data, and fundamental drivers keeping this sector elevated not just for 2026, but for years to come.We explain the five-layer memory stack that powers large language model backend computations, from lightning-fast SRAM and HBM to essential NAND, HDD archives, and the data controllers that manage the system traffic.In this video, we cover the top 5 pillar stocks to play this #AI theme:#Micron Technology (#MU): Sitting at the top of the stack with SRAM and HBM DRAM, Micron boasts staggering earnings growth, an incredibly low forward PE ratio of 9.9, and continuous institutional money inflows.#SanDisk (#SNDK): Operating in the NAND/SSD space to store active data sets, this enterprise company is seeing severe bottlenecks drive massive demand, resulting in a recent year-over-year revenue growth of 251%.#Seagate Technology (#STX): A mass storage all-star with deep hyperscaler exposure, seeing its stock price skyrocket from below $200 to over $1,000 as sequential revenue and profitability are projected to grow over the next four to five quarters.#WesternDigital (#WDC): Another powerhouse in the HDD mass storage backup and archive layer, riding a wave of massive bottom-line profit expansion and strong #InstitutionalMoneyFlows.#SiliconMotion (#SIMO): Our riskier, smaller-cap play ($9.3 billion market cap) that specializes in controllers, optimizing the speed and efficiency of the entire memory ecosystem.👍If you love this type of content, please like and subscribe to our channel!🔔📅Up Next: Be sure to check out our previous video on quantum photonics.📺WATCH➡️https://youtu.be/roc-n8-JDasThen, tune in next Thursday at 9:00 a.m. Eastern as Jason joins to discuss the picks and shovels of the quantum computing space!Remember none of this content is personalized financial advice.

Ep. 29 - 5 AI Storage & Memory Stocks for SEVERE Chip Shortage

The MoneyFlows Show

# Full Transcript

**Podcast:** The MoneyFlows Show

## Transcript

Memory and storage stocks have been the trade of the year. There's a lot of people out there that are sitting on the sidelines or they're long these stocks and they're wondering, is it time to get off of this massive train? The answer is no. Today we're going to be going over hard facts. These are the data and the drivers that are going to continue to keep this group elevated, not only in 2026, but for years to come.

So we're going to break down the ecosystem quickly and then we're going to get into the five pillar stocks to play this theme for the years to come. Folks, everything is all about speed. When you are using large language models, they are doing complex computations in the back end. This is why memory is so critical. I want you to think about it in terms of a five layer stack.

The number one layer, the top layer, that is SRAM. This is your on-chip cache. Think of it inside the chip. Instant access, super small. This is your first stop. Number two is going to be your hard bandwidth memory. This is HBM, DRAM. Think of it like the fuel line. Super fast. It feeds the engine.

You get to number three. This is NAND, this is SSD. This is holding working data sets. This is fast. This is where active data lives. Then you get to your hard drives, HDD. This is your archive layer. Definitely slower, lower costs, but this is where everything is stored. And then number five, think of it in terms of controllers, your traffic system. This is the intelligence layer. It's keeping the system flowing.

Now that we understand the importance of memory and storage as it relates to AI, we have to focus in on the core five stocks. These are the ones that you want to be paying attention to now and in the years ahead. The number one stock we're going to be talking about is Micron Technology, ticker MU. The price just reached over $1,000.

Here's what's interesting about this name. The earnings have been growing staggeringly and the PE is only 9.9. This is actually a relatively inexpensive stock and a lot of people, they just see the price and they go, wow, this is so expensive. I don't want to own it. But here's some of the reasons why you want to consider owning this stock even today.

They just had a JP Morgan conference. The company talked about record free cash flow anticipated for Q3 2026. They talked about their balance sheet at all time high strength. The supply demand imbalance for HBM, DRAM and NANDE. It's projected to persist beyond 2026. They talk about all these ramps for capacity that is going to be coming online to meet the insatiable demand.

But these aren't the reasons that get me super excited about Micron. If we go into our flow portal, this is going to tell you a lot about the trajectory of the stock. Right off the bat, we can see that it's got a map score of 84.5. Very strong fundamentals and technicals. Here is what you need to focus on. The flow of money has been one way...

Ep. 29 - 5 AI Storage & Memory Stocks for SEVERE Chip Shortage

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Ep. 29 - 5 AI Storage & Memory Stocks for SEVERE Chip Shortage

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.