Name: Memory Chip Bull v. Bear: Supply & Timelines Weigh Against 'Substantial' Earnings
Uploaded: 2026-01-12T17:35:31.132-06:00
Duration: 8 min 6 s

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Wedbush's Mathew Bryson sees high demand and low supply offering a long runway for memory chip companies like Micron (MU) and SanDisk (SNDK). Even after both companies experienced massive rallies, he sees the price as justified so long as earnings accelerate. Morningstar's William Kerwin doesn't agree, with his firm having a sell rating on both memory chip stocks. While he agrees on AI infrastructure buildout serving as a leg for a bullish thesis, an elongated timeline for it all to come online will hinder earnings momentum.

Memory Chip Bull v. Bear: Supply & Timelines Weigh Against 'Substantial' Earnings

Expert commentary about top moving stocks, sectors, and commodities, along with CEO and analyst interviews.