‘Storage is king’ has become the dominant market narrative. On June 12, SanDisk shares surged, pushing the stock price close to USD 2,000, marking a year-to-date gain of over 734%. As NVIDIA-related products ramp up, global memory supply-demand imbalances are intensifying. Leading cloud service providers have already locked in capacity through 2027 and are securing supply for 2028, with shortages expected to worsen further in the second half of 2026. On the news front, OpenAI’s founder is set to meet with Samsung to discuss AI implementation. Morgan Stanley asserts that memory is currently the core bottleneck in AI infrastructure, leading it to raise its revenue forecast for the semiconductor sector while maintaining its outlook on $Micron Technology (MU.US)$ 、 $SanDisk (SNDK.US)$ 、 $NVIDIA (NVDA.US)$ Among memory stocks, which one are you betting on? Which individual stock do you favor most?