---
title: "eToro data show retail investors pile into memory stocks as AI data center demand strains supply"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/291801949.md"
description: "eToro's Q2 2026 data reveals retail investors are heavily shifting capital into AI supply-chain sectors, particularly memory storage and power generation. SanDisk and Western Digital saw significant holder increases due to data center-driven shortages, while energy stocks like Constellation Energy gained traction from anticipated higher electricity demand. Interest also expanded to commercial space firms. Conversely, oil and gas names declined as investors rotated away from previous energy trades."
datetime: "2026-07-06T12:19:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/291801949.md)
  - [en](https://longbridge.com/en/news/291801949.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/291801949.md)
generator: "portal-rs"
---

# eToro data show retail investors pile into memory stocks as AI data center demand strains supply

-   eToro Q2 2026 holder data showed retail investors shifting toward AI supply-chain constraints, led by memory storage, power generation, commercial space. \* SanDisk topped global “top risers” with holders up 151% QoQ; Western Digital rose 49% amid a memory and storage shortage tied to data centers. \* Energy infrastructure gained traction; Constellation Energy holders rose 83% as investors positioned for higher electricity demand linked to AI. \* Space exposure increased; Planet Labs holders rose 75%, Intuitive Machines rose 60% as retail interest broadened across commercial space. \* Oil and gas names dominated “top fallers”; Sezzle led declines with holders down 74% as investors rotated away from prior-quarter energy trades. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. eToro Group Ltd. published the original content used to generate this news brief on July 06, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**