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AI capex accelerates while supply stays constrained; which five chip and memory stocks benefit?

K1,647,000.00$1,213.94

Name	Last Price	Change %	Last Price / Change %	Price Range	Action
NVDA Data Center Nvidia Corp	$228.40$230.48	+1.78% +0.91% PM	$228.40 +1.78%	$226.14$230.02	Trade
TSLA EV Charging Tesla, Inc.	$376.35$369.00	+5.42% -1.95% PM	$376.35 +5.42%	$372.09$382.75	Trade
MU Data Storage Concept Micron Technology, Inc.	$958.49$974.00	+0.38% +1.61% PM	$958.49 +0.38%	$934.86$958.49	Trade
AVGO Optical Communication Broadcom Inc.	$357.20$360.40	-2.88% +0.89% PM	$357.20 -2.88%	$343.59$358.20	Trade
SPCX Space SpaceX	$149.72$150.29	+6.39% +0.38% PM	$149.72 +6.39%	$147.93$151.86	Trade
SNDK Data Storage Concept Sandisk Corporation	$1,555.05$1,594.00	+0.13% +2.50% PM	$1,555.05 +0.13%	$1,525.00$1,564.48	Trade
MSFT Remote Work Microsoft Corp	$510.08$508.40	+2.67% -0.32% PM	$510.08 +2.67%	$509.84$514.73	Trade
DELL 5G Dell Technologies Inc.	$515.13$521.20	+4.63% +1.17% PM	$515.13 +4.63%	$505.32$526.49	Trade
META Social Media Meta Platforms, Inc. Class A	$610.68$612.82	+2.99% +0.35% PM	$610.68 +2.99%	$608.96$617.59	Trade
AAPL Digital Music Apple Inc.	$328.21$327.00	+0.98% -0.36% PM	$328.21 +0.98%	$326.72$330.05	Trade
SNOW AI Application Software Snowflake Inc.	$356.64$356.82	+16.48% +0.05% PM	$356.64 +16.48%	$356.64$374.60	Trade
PLTR WallStreetBets Palantir Technologies Inc. Class A	$182.48$181.24	+7.67% -0.67% PM	$182.48 +7.67%	$181.57$184.50	Trade
INTC NVIDIA Portfolio Intel Corp	$91.66$93.18	+1.79% +1.65% PM	$91.66 +1.79%	$89.38$92.12	Trade
HOOD Crypto Robinhood Markets, Inc. Class A	$124.72$123.67	+16.53% -0.84% PM	$124.72 +16.53%	$119.86$124.72	Trade
AMD Data Center Advanced Micro Devices	$456.24$463.85	-0.01% +1.66% PM	$456.24 -0.01%	$447.42$458.53	Trade
AMZN Santa Rally Amazon.Com Inc	$258.90$260.34	+1.54% +0.55% PM	$258.90 +1.54%	$256.59$259.46	Trade
MSTR Crypto Treasury Strategy Inc Common Stock Class A	$144.85$142.39	+17.53% -1.69% PM	$144.85 +17.53%	$132.38$144.85	Trade
GOOGL Quantum Computing Alphabet Inc. Class A	$342.48$343.40	+1.57% +0.33% PM	$342.48 +1.57%	$341.17$343.61	Trade
GLDSPDR Gold Trust, SPDR Gold Shares	$410.27$410.34	+1.85% +0.01% PM	$410.27 +1.85%	$409.75$413.20	Trade
CRM AI Application Software Salesforce, Inc.	$264.42$262.55	+2.79% -0.70% PM	$264.42 +2.79%	$263.90$266.99	Trade