No Memory, No AI – How to Play the Shortage
The memory-chip shortage shows no signs of easing, with tech’s top players spending record sums to stay competitive in the AI race. That means memory companies could be the next wave of AI stock winners.
Special Report
The $MU numbers are fantastic for a number of reasons but this is my biggest takeaway:
Based on the results, it is clear that memory is no longer a co...
Drone stocks are ripping.
$SWMR IPO'd and rallied 700%. That level of first-day demand signals something bigger than typical new-issue enthusiasm.
Con...
In past tech waves, hardware bottlenecks forced software to optimize. Or software bottlenecks forced hardware to carry the load.
The AI wave is differ...