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Editor’s Note: Memory and data storage stocks have dominated the AI market for the past few years, achieving such huge gains that many investors wonder whether there’s still money to be made.
TradeSmith CEO Keith Kaplan is here to answer that question.
But instead of assessing only headlines and earnings estimates, he studies recurring seasonal patterns that have historically helped identify more favorable times to buy and sell individual stocks.
In today’s essay, Keith explains how that research applies to two well-known AI memory companies and why timing may matter just as much as the underlying investment story.
