Undoubtedly, the biggest wins in the stock market over the past year have been delivered by AI infrastructure stocks. It came as a relative surprise, however, that memory stocks have substantially outperformed NVIDIA Corporation ( NVDA ) and its GPUs, as memoryWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He ...