I'm sure many can relate to missing out on memory/NAND sector. The surge in NAND in late 2025/2026 came as a surprise, at least to me.
Recall from 2023-2024 NVDA was "the hottest AI play," and the assumption was it would continue. It was constantly in the news and in discussions.
Then around mid 2025-present NVDA and related AVGO stalled . But this also saw the surge in memory stocks, without any forewarning. Just "BOOM"!
The weird thing was, these memory stocks were flat from 2022-2025 despite the huge popularity and growth of AMD/NVDA and LLMs. Open AI and Anthropic were already worth hundreds of billions in 2025. SanDisk was not on the radar.
But in late 2025 and early 2026 something flipped and suddenly there was a "memory shortage" when somehow this wasn't a concern from 2022-2025.
What is the next stocks or sector to suddenly surge as downstream or secondary consequence of AI despite hibernating from 2022-2025?