It just feels crazy cheap righ

blinky

06-12

It just feels crazy cheap right now.

Looking at Q2 2026:

Memory stocks are trading around ~8x.

$Micron Technology(MU)$ at 8.3x, $SanDisk Corp.(SNDK)$ at 8.7x.

And yet... every AI supercomputer, every data center literally runs on this stuff.

Nomura estimates the AI memory TAM at $1.4T by 2030, but the market is acting like it's a dying sector.

Feels like one of those rare moments where you look at the charts and think... yeah, this is a steal.

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