Prof G Markets · Wednesday, July 1, 2026
Stacy Rasgon highlights that memory prices have significantly increased due to tight supply, leading to substantial positive earnings revisions for companies in the memory space. This trend indicates a strong demand-supply imbalance favoring memory manufacturers.
“I mean, take take memory for example.”
“I mean, we've just seen phenomenal positive revisions in the earnings powers.”
“Um, you know, memory prices have just gone through the roof, it's through the roof, as supply has gotten really tight.”
“And it's just driving massive revisions in the earnings powers.”