beth-kindig.medium.com
2026-07-01
Beth Kindig – Medium
Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
Beth Kindig
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17 min read
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Jul 1, 2026
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This article was originally published on I/O Fund on June 26, 2026
In less than a year’s time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective.
M
beth-kindig.medium.com
2026-05-28
Beth Kindig – Medium
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD
Beth Kindig
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14 min read
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6 hours ago
60
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This article was originally published on I/O Fund on May 22, 2026
April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43% — its best monthly return since April 2020, when the market reboun