The AI inference supercycle is here. These 2 stocks will be the biggest winners of this megatrend (hint: it's not Broadcom or Intel)

The AI inference supercycle is here. These 2 stocks will be the biggest winners of this megatrend (hint: it's not Broadcom or Intel)

By Harsh Chauhan
Publication Date: 2026-05-18 14:05:00

Memory is going to play a central role in AI inference workloads, and that’s great news for Micron Technology and Sandisk investors.