Memory Stocks to Watch in 2026

Co-founder Lucas Downey joins Nicole Petallides on Schwab Network to discuss stocks he sees continuing momentum: memory chip stocks.

He says there’s a lot “under the surface that has been working” outside the Mag 7.

2026 Memory Chip Bull Case: Why MU, SNDK & LRCX Will Rally

He says Micron (MU) “kicked everything off” by showing its earnings acceleration with a bottleneck “so severe” that makes it an attractive long-term stock.

Lucas notes SanDisk (SNDK) and Lam Research (LRCX) as his number two and three picks.