Onto Innovation Inc.
$ONTOHot on XNYSEAI Memory Supercycle
24Posts · 30D
22Authors
+167%Vs prior 30D
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8 tickers shownAI Memory Supercycle
Filtered locallyNVIDIA Corporation
$NVDAActive on XNASDAQAI InfrastructureAI Memory Supercycle
50KPosts · 30D
15KAuthors
+20%Vs prior 30D
→NVIDIA reportedly raised server prices 15% and increased memory commitments from $119B to $279B, citing a severe shortage. Multiple CEOs confirm tight supply through 2030, with memory demand projected to capture 71% of industry growth.
Research →NetApp, Inc.
$NTAPRising on XNASDAQAI Memory Supercycle
84Posts · 30D
70Authors
+87%Vs prior 30D
→Silicon Motion Technology Corporation - American Depositary Shares, each representing four
$SIMORising on XNASDAQAI Memory Supercycle
51Posts · 30D
37Authors
+50%Vs prior 30D
→Western Digital Corporation
$WDCActive on XNASDAQAI Memory Supercycle
918Posts · 30D
623Authors
+17%Vs prior 30D
→Sandisk Corporation - Common Stock When-Issued
$SNDKActive on XNASDAQAI Memory Supercycle
11KPosts · 30D
4.0KAuthors
-22%Vs prior 30D
→Everspin Technologies, Inc.
$MRAMRising on XNASDAQAI Memory Supercycle
61Posts · 30D
43Authors
+30%Vs prior 30D
→Micron Technology, Inc.
$MUCoolingNASDAQAI Memory SupercycleAI Infrastructure
23KPosts · 30D
8.0KAuthors
-32%Vs prior 30D
→Micron reportedly fulfills only 40-50% of HBM4 demand with worsening lead times, while a Taiwan union strike over bonus pay threatens production. Morgan Stanley projects a persistent DRAM deficit through 2030.
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