Stanley Druckenmiller’s Duquesne Family Office sold all Alphabet shares in Q1 2026, reallocating funds into AI-related memory hardware companies SanDisk, Micron Technology, and Seagate Technology. These picks focus on different layers of AI data center memory: NAND flash, DRAM, and high-capacity HDD storage. The stocks have surged significantly over the past year, outperforming Alphabet’s 134% return. However, recent price pullbacks and insider selling suggest caution, and investors should consider timing before entering due to high valuations.
Micron Technology has generated over 1000% return since April 2025, making it a standout investment this year. The company trades at a low forward P/E of 12.5x despite leading growth expectations, supported by strong demand for its HBM products, whic...
Micron Technology's stock has soared 156.59% year to date, fueled by AI-driven demand for memory chips, which CEO Sanjay Mehrotra calls a structural shift. Despite a recent 8.91% pullback, the company reported strong Q3 guidance with revenue exceedin...
Micron Technology projects quarterly revenue of $33.5 billion and gross margins around 81%, unprecedented for a memory chip maker. This surge is driven by a 65%-67% sequential increase in DRAM prices and stronger NAND demand, reflecting structural su...
Samsung Electronics workers are set to strike for 18 days starting Thursday after failed labor talks, potentially tightening the global memory chip supply. This development has boosted Micron's stock by about 2%, as analysts expect higher memory pric...
Micron Technology is benefiting from a unique upcycle driven by soaring AI-related memory demand, especially for high-bandwidth memory (HBM) and advanced DRAM. The company has already sold out its 2026 HBM capacity and is securing multi-year contract...
