Brodyyy
Theres’s a real supply shortage — not short term. $SSNLF , $SKHY , and $MU are shifting production toward AI data center chips. Prices up sharply over the past few quarters, and cloud companies are still spending heavily — over $600B expected in 2026, up 40% from last year. This means strong pricing and revenue for memory companies through 2026. The trend for memory and AI stocks is strong, regardless of noise.
Now factor in that none of that functions without $NLST, because we hold all of the main intellectual property that allow these big guys to store data.
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