17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0~heydqc5smtk.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0mb4-6jpfhd0o.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX"],"IconMark"] 18:T4f3,

There's still plenty of room for AI memory stocks to run, both in the U.S. and abroad, says Noah Kann. He touches on the low valuations in companies like Micron (MU) in the U.S. and Samsung overseas, making them attractive to private firms with dry powder. Noah touches on policy risks with potential to throw a wrench into the memory supply chain.

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AI Memory "New Oil?" Noah Kann on Upside Potential in MU & Related Stocks

Schwab Network

AI Memory "New Oil?" Noah Kann on Upside Potential in MU & Related Stocks