Clouded Judgement 2.20.26 - The SSD / Memory Reckoning

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!Subscribe nowThe SSD / Memory ReckoningMemory stocks have taken over recently. If the early AI “trade” was compute, the current trade is memory! Over the last year:SK Hynix is up >300%Samsung is up >200%Kioxia is up ~1,000%Sandisk is up >1,200%Micron is up >300%Western Digital is up >400%This is by no means an exhaustive list of memory related stocks, but it should give you a flavor ...