Two months ago, on X, you saw a group of people discussing US stocks. They all agreed on their bullish take: Micron, SanDisk, DRAM, Nokia, Corning glass, and SK hynix.


Their slogan is:
· Short-term chip shortages, long-term energy shortages, and an eternal storage shortage
· Believe in physical AI / Believe in the NVIDIA effect
SNDK-11.62%
DRAM-3.98%
NOK-0.82%
GLW-4.81%
NVDA-5.30%
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