Everyone’s Talking About These Stocks. Here’s What I See

Memory and AI compute stocks have been the loudest trade of 2026, and three names keep dominating the conversation: NVIDIA, Micron, and SanDisk. All three are riding the same wave, but the setups look different. Let me walk through what it would take for each to punch through Wall Street’s consensus over the next 12 months.

This post originally appeared at 24/7 Wall St.