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Special Report 4 Memorable Ways to Play the HBM Market BoomBy Thomas Hughes. Article Posted: 12/23/2025. 
In Brief- HBM memory supply shortages and high AI-focused demand have the industry well-positioned for 2026.
- Micron is a leader, expected to gain share as its new facilities start coming online.
- Cash flow and capital returns are part of the equation, underpinning market support and a bullish stock price outlook.
HBM (High Bandwidth Memory), the critical memory component for many AI development and applications, experienced an acute demand crisis in 2025. Analysts expect the peak of this shortage to extend into late 2027 at the earliest. HBM supplies are tight because each AI GPU requires multiple HBM stacks, and many GPUs are already on backorder. HBM is also more silicon-intensive than most chips: it's built by stacking dies, which reduces the number of finished units obtainable from a single wafer. On top of that, it requires advanced manufacturing and complex packaging, so expanding output takes time. If you want a way to generate consistent market income without chasing volatile AI stocks or complex crypto trades, you'll want to see my new e-book, How To Master The Retirement Trade. It reveals a simple, time-based strategy that targets trades designed to play out in as little as 11 hours — no guesswork, no hype. Claim your free copy of How To Master The Retirement Trade now While plans are underway to ramp production, meaningful supply improvements aren't expected until mid-to-late 2027. In the meantime, prices have surged—rising 60% to more than 300%, depending on the end market and product—and capacity is sold out through at least the end of 2026, supporting a strong outlook for companies with HBM exposure. Below, we'll examine four ways investors can play the HBM market boom. Micron Poised to Take Market Share in a High-Demand IndustryMicron Technology (NASDAQ: MU) is a leader in the HBM market and is well positioned to take market share from competitors. Micron's HBM products offer high performance, capacity and efficiency, making them a preferred choice for AI applications. As it stands, Micron's revenue is forecast to grow nearly 285% in 2026, with growth slowing to below 20% in 2027. Demand is likely to remain tight through the end of 2026; 2027 forecasts could rise as the year progresses, supporting further gains in the stock. Analyst trends also support upside, including expanded coverage and rising price targets, which point to roughly a 25% advance from November 2025 highs. 
Applied Materials Makes the Machines That Build HBM TechnologyApplied Materials (NASDAQ: AMAT) is crucial to the AI supply chain because it makes the equipment used to produce HBM. Its HBM-related offerings include materials engineering, advanced packaging and metrology for high-density designs. Precision packaging capabilities are especially important, enabling the shift to higher-density HBM products such as next-generation HBM4, which is expected to ramp significantly in 2026. The stock is driven not only by demand for advanced equipment at existing foundries and labs but also by the global capacity ramp that is currently underway. Applied Materials is expected to sustain steady, single-digit growth, generate record-level revenue and healthy cash flow to support its dividend and share buybacks. 
Amkor: Outsourced Packaging Provider to the HBM Supply ChainAmkor (NASDAQ: AMKR) is an important outsourced provider of advanced packaging and testing services for HBM. Its systems integrate HBM stacks with GPUs and ASICs using packaging technologies such as chip-on-substrate, combining multiple dies into a single component. In 2025, Amkor began construction of a $7 billion facility in Arizona to support domestic production of advanced AI chips. AI leaders SK Hynix and NVIDIA (NASDAQ: NVDA) are already contracted customers. Analysts forecast Amkor's revenue will grow at a steady high-single-digit pace over the next few years; analyst coverage and MarketBeat's institutional data point to a stock positioned for new highs. 
ASE Technology: The Largest Packaging and Test ProviderASE Technology (NYSE: ASX) is a leading provider of semiconductor packaging and test services, enabling the production and integration of HBM stacks into advanced components with proprietary technology. ASE's 2026 outlook includes double-digit revenue growth and materially wider margins. Margins are a key factor for the stock's valuation because they support a healthy dividend. The dividend yield in 2025 topped 2.3% and is expected to be sustained into 2026. Analysts and institutional investors increased positions in 2025, supporting a strong Q4 and suggesting momentum could continue into 2026. 
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