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AI chips & memory theme · 13 dossiers
Dossiers in the AI chips & memory theme — 13 stocks moving on the same story.
CurrentWorked on 8 October 2026 · saturated.
All 13 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers AMD Advanced Micro Devices, Inc. Medium Advanced Micro Devices says AI chip demand exceeds its supply and is lining up Samsung memory to meet it, but reports on 8 October 2026 that OpenAI's revenue is lower than believed hit the shares. The 3 November 2026 third-quarter report… MU Micron Technology, Inc. Medium Micron Technology's fiscal Q1 2027 guide of $61.5 billion in revenue, about $5 billion above consensus and backed by roughly $150 billion of contracts, still carries the case despite this week's memory selloff and Taiwan strike vote. The… NVDA NVIDIA Corporation Medium NVIDIA's data-center demand has to carry October-quarter revenue to its $108.0 billion outlook as doubts grow over how AI buyers fund their purchases; NVIDIA's 17 November 2026 fiscal third-quarter report settles the case. SNDK Sandisk Corporation Medium Sandisk's contract-backed AI storage recovery still has rising NAND prices behind it, but memory shares now fall even on record peer results. Sandisk's 29 October 2026 fiscal Q1 2027 report settles the case if revenue reaches $10.3 billion… STX Seagate Technology Holdings PLC Low Seagate Technology's hard-drive pricing power is being priced as at risk as supply headlines push the shares lower; the ~28 October 2026 fiscal Q1 report shows whether revenue reaches the $4.10 billion guide and nearline pricing holds. AMAT Applied Materials, Inc. Medium Applied Materials' chip-equipment recovery case holds as TSMC's September revenue rose 54.6% and Micron raises spending; the 13 October 2026 SEMICON West briefing, TSMC's 15 October 2026 results and the ~12 November 2026 report against a… ASML ASML Holding N.V. Medium ASML Holding's raised €43–45 billion 2026 sales outlook and rising memory-maker spending support its lithography upturn; third-quarter sales against the €11.0–12.0 billion guide on 14 October 2026 settle the near-term case. LRCX Lam Research Corporation Medium Lam Research's recovery case rests on record memory profits, such as Samsung's 8 October 2026 guidance, turning into etch and deposition tool orders; the 21 October 2026 report settles it, needing revenue at or above the $8.10 billion… SIMO Silicon Motion Technology Corporation Medium Silicon Motion's enterprise SSD-controller ramp has to deliver third-quarter 2026 revenue of at least $519 million, the low end of guidance. The 28 October report settles it, after the shares fell 8.4% with memory stocks on 8 October. ARM Arm Holdings plc Low Arm Holdings shares have erased their late-September AI-agent CPU rally while a Qualcomm trial puts royalties in dispute; the tentative 4 November 2026 report must beat the ~13% royalty-growth guide to revive the case. AVGO Broadcom Inc. Low Broadcom's AI-chip revenue is still compounding, but a $60 billion debt package now funds Anthropic's Broadcom chips; the planned 9 December 2026 Q4 report against a $21.7 billion AI-revenue guide settles the case. QCOM QUALCOMM Incorporated Low Qualcomm's data-center pivot rests on its Amazon partnership while its handset business loses most of its Apple modem revenue; the 11 November 2026 report settles whether first data-center sales and the $5 billion fiscal 2027 target hold. WDC Western Digital Corporation Low Western Digital's hard-drive pricing case weakened as the shares closed at $393.31 on 8 October 2026, the lowest since Toshiba's capacity report. The 22 October 2026 fiscal Q1 2027 report decides whether revenue and margins confirm pricing.