High confidence in these names going up 2-3x in the next 6 months:
1. $SNDK / Kioxia
2. $NBIS
3. $AAOI
4. $AEHR
Just from the top of my head.
Others like $IQE + $SIVE + $LPK have potential still as European small caps that I hold.
But are all well past their discovery phases - so it's about good execution now.
As global AI supremacy intensifies amid the rapid expansion of AI technological competition, chip testing has become an indispensable link across the entire industrial chain. In this context, Aehr Test Systems ($AEHR ) stands out as a leading player that commands core technologies for both wafer-level burn-in (WLBI) and package-level burn-in (PLBI). Its client roster includes industry heavyweights such as $GOOG , $NVDA and $AMD .
$AEHR delivers high-power and high-efficiency chip testing solutions with industry-leading throughput. Backed by a robust order pipeline, its financial performance is poised for imminent delivery. Additionally, the stock’s cyclical traits are gradually giving way to solid growth fundamentals, making price pullbacks ideal entry opportunities.
#stock #investment
There is a shortage so severe Goldman called it the worst in 15 years, and most retail investors have no idea it is happening.
It is memory. Every company on earth is fighting over NVIDIA chips, but those chips do nothing without memory feeding them, and an AI server eats 8 to 10 times the memory of a normal one. Demand went vertical and the makers cannot keep up.
Micron already sold out its entire 2026 production, the whole year gone. Jensen Huang walked up to an SK Hynix wafer at COMPUTEX and wrote “Please Make More” on it by hand.
This is not the old memory cycle that booms and busts every couple years. It is structural this time. New fabs take years and tens of billions to build and nothing real comes online until 2027.
So demand keeps outrunning supply, and that means years of pricing power for everyone who makes the stuff. HBM for training, DRAM for inference, NAND for storage. Every layer short at the same time.
The whole sector is moving on it. SK Hynix, Samsung, Micron, SanDisk all riding the same wave. The catch is the two biggest winners trade overseas and are a pain for most people to buy.
That is exactly why I own the $DRAM ETF. One ticker gets me the entire memory complex, every company that wins from the shortage, in a single position.
Long Memory.
The key takeaway lies in whether the wording of interest rate cuts will be retained—this is by far the market’s top concern right now. Theoretically, policymakers will keep this language intact to stabilize markets.
oil below $80 but markets struggling means everyone is likely nervous for Warsh’s first FOMC tomorrow
he’s gonna set the stage for the next 5 years of Fed Policy