24/7 Wall Street
08 Jun 2026, 04:28 UTC · 9h ago
NVIDIA CEO Has Good News for Micron and SanDisk Investors: “The Memory Shortage to Continue for Several Years”
24/7 Wall Street
08 Jun 2026, 04:28 UTC · 9h ago
Story key points
5 claims · impact-rated
NVIDIA CEO Jensen Huang stated that AI-related stocks are currently "very cheap" and characterized the AI supply crunch as a multi-year condition. — Direct bullish guidance from the industry leader suggests a strong floor for AI valuations and long-term demand for infrastructure.
+0.80NVIDIA entered a multi-year partnership with SK Hynix to co-develop next-generation memory for future systems, including Vera Rubin. — Increases demand visibility for the memory sector and confirms the hardware roadmap for next-gen AI acceleration.
+0.60Iran and Israel exchanged fire overnight, raising concerns about the extension of the Middle East conflict. — Geopolitical instability typically increases market volatility and risk aversion, potentially offsetting AI optimism.
-0.50Continue reading
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SanDisk reported datacenter revenue growth of 645% year-over-year, while Micron guided Q2 revenue to approximately $19 billion with a 68% gross margin. — Strong fundamental growth and high margins validate the high demand for AI memory components.
+0.50The Korean KOSPI index fell significantly, dropping roughly 4.8% to 7.25% due to heavy weighting in memory stocks like Samsung and SK Hynix. — Indicates short-term regional volatility and potential sentiment drag, though partially offset by U.S. memory stock gains.
-0.30Ticker attribution
Model heads
Framed as a primary beneficiary of a multi-year AI memory shortage with strong revenue guidance and positive price action.
Reported massive datacenter revenue growth and multi-year customer agreements amidst an industry-wide supply crunch.
CEO Jensen Huang's bullish outlook on AI stocks and a new multi-year partnership with SK Hynix provide strong positive momentum.
Mentioned only in the context of the author's professional history.
[mutual] The article describes SK Hynix as a rival to companies like Micron and SanDisk.
[b_to_a] NVIDIA's AI supply crunch is described as a positive read-through for Micron's memory business.
[b_to_a] NVIDIA's AI supply crunch is described as a positive read-through for SanDisk's memory business.
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