JAX strategist prefers AI hyperscaler investments over memory
NVDA NVIDIA Corp
$225.11 -0.02%
View chart & analysis → - 1With Micron Technology (MU) and Sandisk (SNDK) rising on Monday, JAX's Ethan Pellegrino compares investing in memory chips versus AI hyperscalers
- 2Prefers hyperscalers… Amazon's recent results show AWS acceleration and margin expansion, while its chip business has already reached $25 billion in scale
- 3Limited stock gains since last fall, but revenue and profit compound growth leaves forward P/E in the low double-digits to low 20s
This 3-line summary is compiled from the report below.
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