Name: 2026 Memory Chip Bull Case: Why MU, SNDK & LCRX Will Rally
Uploaded: 2026-03-02T20:36:53.452-06:00
Duration: 6 min 9 s
Description: Lucas Downey says there's a lot "under the surface that has been working" outside the Mag 7. Among the stocks he sees continuing momentum: memory chips. He says Micron (MU) "kicked everything off" by showing its earnings acceleration with a bottleneck "so severe" that makes it an attractive long-term stock. Lucas notes SanDisk (SNDK) and Lam Research (LRCX) as his number two and three picks.

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Lucas Downey says there's a lot "under the surface that has been working" outside the Mag 7. Among the stocks he sees continuing momentum: memory chips. He says Micron (MU) "kicked everything off" by showing its earnings acceleration with a bottleneck "so severe" that makes it an attractive long-term stock. Lucas notes SanDisk (SNDK) and Lam Research (LRCX) as his number two and three picks.

2026 Memory Chip Bull Case: Why MU, SNDK & LCRX Will Rally

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