Are you a memory_man, Part 2 - by Investing with Martin

Next gen memory hierarchies, High Bandwidth Flash, Astera, Kioxia, and Phison.

Are you a memory_man, Part 2 Next gen memory hierarchies, High Bandwidth Flash, Astera, Kioxia, and Phison. Investing with Martin Jun 07, 2026 68 4 6 Share Nothing in this post is investment advice. I own shares in Phison, Kioxia, SanDisk and SK Hynix, and may sell them without warning. You should make your own decisions investing under the guidance of a financial adviser, not take this Substack post as a suggestion to buy certain securities etc. This is a follow up to my initial post on “Are you a memory man”. If you haven’t read that, you probably should, ( https://martinbradstreet.substack.

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