Jun. 25 at 4:47 PM
$MU made
$42 billion in Q3 earnings and options are up 2000% overnight.
These 3 stocks make memory for
$MU and hasn't exploded:
$MU made
$42 billion in Q3 earnings and options are up 2000% overnight.
These 3 stocks make memory for
$MU and hasn't exploded:
$AMKR — Amkor Technology
What it does:
$MU builds the HBM memory. Amkor makes it usable. It packages, stacks, bonds, and tests HBM beside GPUs where AI performance is won or lost.
The world's best memory is worthless if it can't be packaged into working HBM fast enough. Amkor isn't just a supplier anymore it's a critical bottleneck co-designing next-generation AI packages years before launch.
2-year move:
$14 →
$93 (+560%)
$FORM — FormFactor
What it does: Every Micron memory die is tested before shipping. FormFactor's probe cards verify each HBM layer at the wafer level before it becomes part of a multi-layer stack.
One defective die can ruin an entire 8–12 layer HBM stack. As AI memory becomes more complex, testing becomes exponentially more valuable. No testing. No yield. No HBM shipments.
2-year move: ~
$20 →
$159 (+700%+)
$RMBS — Rambus
What it does: Rambus supplies the IP and controller technology that allows Micron's memory to communicate with AI processors. Nearly every major memory company licenses its technology.
HBM is useless without a controller directing data traffic. Rambus is effectively the toll booth every AI memory transaction passes through and collects royalties while doing it.
2-year move: ~
$40 →
$174 (+350–400%)
Most investors only watch who makes AI memory. The biggest winners are often the companies making sure it actually works.
Yes, these 3 are still relatively cheap compared to
$MU
