π¨ New: the @AI-Memory Smart Portfolio
Everyone's watching GPUs. Memory is the constraint.
A single next-generation AI accelerator can require over 140GB of HBM. Each hardware generation needs exponentially more. Demand for HBM, DRAM and NAND now structurally outpaces supply β and pricing power sits with whoever holds the bottleneck.
The AI-Memory Smart Portfolio holds 20 companies across the full memory value chain, not just the fabricators:
π§ Core memory producers β DRAM, NAND and HBM manufacturing at scale
πΎ Storage and NAND specialists β enterprise SSDs serving AI data pipelines
βοΈ Equipment and materials β the lithography, deposition, etch and test tools memory can't be built without
π Memory IP and design β controllers, packaging and interconnect technology
Advanced packaging is its own bottleneck. CoWoS, fan-out wafer-level packaging and 3D stacking now take years of lead time and billions in capex to expand β the portfolio holds the foundry and assembly companies sitting inside that constraint.
π A global portfolio β companies across the US, Europe and Asia.
π Add @AI-Memory to your watchlist.
Some of the companies in this portfolio: $MU (Micron Technology, Inc.), $SNDK (Sandisk Corp/DE), $SKHY (SK hynix Inc ADR), $285A.T (Kioxia Holdings Corp), $MRVL (Marvell Technology Group Ltd), $AMAT (Applied Materials Inc), $WDC (Western Digital Corporation), and $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) .
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Sat Aug 15 2026 04:47:55 GMT+0000 (Coordinated Universal Time)
