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It's Increasingly Becoming A Memory
2026-05-09 · via All Articles on Seeking Alpha

Summary

  • We've had a hard time keeping up with the price movements today, but suffice it to say that memory stocks are surging again.
  • As of Friday morning, Micron's gain of 1,127% since the launch of ChatGPT isn't far behind Nvidia's 1,180% gain, while Western Digital's gain of 1,212% now surpasses NVDA.
  • Ever since the AI boom started, NVDA has built a moat comprised of the best GPUs and its CUDA software ecosystem.
Multi screen fintech investing gold and silver trading on digital screen corporating with AI artificial intelligence financial business data on commodity investment

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We've had a hard time keeping up with the price movements today, but suffice it to say that memory stocks are surging again. The rally in these stocks has gotten so large lately that they're starting to

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