$hynix-WI(SKHYV)$ BofA's latest look at the global memory market has some pretty big numbers. Their memory indicator is near record highs at 183, well above past peaks of 120–130, and they're calling for a massive revenue surge in 2026. They forecast global DRAM revenue to jump +325% YoY to $568.8 billion next year, and NAND revenue to surge +299% YoY to $323.1 billion. Combined, that pushes the total market to nearly $891.8 billion, up from $214.8 billion in 2025. A lot of this is driven by AI. Servers, especially those using High Bandwidth Memory (HBM), now account for over half of total DRAM demand. Similarly, enterprise/data center SSDs make up more than 50% of NAND demand. HBM and advanced memory are now taking a huge 35% to 40% chunk o
All optical interconnect suppliers are expanding, and there's a huge shortage of transceivers needed to outfit data centers. Some people still wonder where the orders are, which is a bit baffling. $Applied Optoelectronics(AAOI)$ 's revenue doubled in 2025 and is expected to more than double in 2026.
The biggest bull run of our generation isn't about chasing hype - it's about picking the right tickers at the right entry. $SpaceX(SPCX)$ - down ~24% (space/private market proxy reset phase) $Microsoft(MSFT)$ - down ~31% (enterprise AI + cloud multiple compression) $Apple(AAPL)$ - down ~10% (defensive mega-cap repricing, not broken fundamentals) $Meta Platforms, Inc.(META)$ - down ~30% (ads + AI monetization transition volatility) $NVIDIA(NVDA)$ - down ~18% (AI leader still intact, just volatile positioning) This is where conviction gets tested - an