I've always been bullish on memory with $MU / Samsung / solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 for the 2026-2027 period.
Same opinion, even after $NVDA call.
And I've been fervently defending how high end memory demand is structural + OP for operating income