How do you play the memory boom without chasing these data storage stocks. The four big players in the space, Micron, Western Digital, Seagate just reported, and Sandis, each more than tripled last year, and they keep running in 2026. Just since the beginning of the year, SanDisk has more than double.The other three are up anywhere from 35 to 50%. I don't want to chase those. I don't chase the storage memory place because even though there's a severe shortage of this stuff thanks to the data center buildout ...

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Market Trends - Global smartphone shipments are projected to decline by 2.1% next year [1] Industry Challenges - A shortage of memory chips is expected to drive up costs [1] - Increased costs are anticipated to squeeze smartphone production [1]

US Auto Plants Weeks Away From Chip Shutdowns, Lobby Group Says https://t.co/7ShnE2TE7B ...