Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk)
Key takeaways
- Micah Zimmerman, The Motley Fool Thu, July 2, 2026 at 8:20 PM GMT+7 5 min read NVDA MU SNDK It seems like everyone wants to talk about Nvidia when the conversation turns to artificial intelligence (AI) infrastructure.
- When an AI model runs, it doesn't just need processing power.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
Micah Zimmerman, The Motley Fool Thu, July 2, 2026 at 8:20 PM GMT+7 5 min read NVDA MU SNDK It seems like everyone wants to talk about Nvidia when the conversation turns to artificial intelligence (AI) infrastructure. Fair enough. But there's a quieter, less glamorous part of the AI build-out that has been generating some of the most staggering returns of 2026, and it barely gets a mention in the headlines: memory.
When an AI model runs, it doesn't just need processing power. It requires a large amount of working memory to hold data while computations are performed. The chips doing that job are called high bandwidth memory, or HBM, and the companies that make it are drowning in demand that they can't keep up with.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »