$AMZN +18%,
$MSFT +17%,
$GOOGL +6% last 2 days.
I think AI capex just went from "cost" to "return" in the market's eyes.
If so, that's the healthiest possible setup for memory. Returns get scaled and they invest back to GPU & HBM.
Bullish
$MU $SKHY $DRAM 
