--- title: "Dan Ives is Bullish on Memory Stocks: ‘It’s Their World and Everyone Else is Paying Rent’" type: "News" locale: "en" url: "https://longbridge.com/en/news/296648027.md" description: "Tech analyst Dan Ives remains bullish on memory stocks, citing a 15-to-1 demand-to-supply ratio driven by the AI revolution. He predicts continued strength for players like Micron and Korean manufacturers, dismissing concerns about overordering or Chinese competition. Additionally, Ives views Nvidia's upcoming earnings as a critical 'planting the flag moment' for the AI trade, comparing CEO Jensen Huang to Tom Brady and suggesting the sector is still in its early innings." datetime: "2026-08-21T19:11:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296648027.md) - [en](https://longbridge.com/en/news/296648027.md) - [zh-HK](https://longbridge.com/zh-HK/news/296648027.md) generator: "portal-rs" --- # Dan Ives is Bullish on Memory Stocks: ‘It’s Their World and Everyone Else is Paying Rent’ Tech analyst **Dan Ives** has praise for the memory sector as demand continues to outpace supply. ## **Memory Stock Trade** The **Roundhill Memory ETF** (BATS:DRAM) and memory stocks like **Micron Technology Inc** (NASDAQ:MU) have seen strong interest and demand from investors in recent months. That trend is likely to continue, according to Yorkville Ives Senior Managing Director **Dan Ives**. "There’s no way around it," Ives told CNBC. The former Wedbush analyst said when it comes to the AI revolution, the ratio of demand to supply for memory is around 15 to 1. Companies such as **Apple** are having to pay more for memory with demand and prices up, Ives added. "Memory players, right now it’s their world and everyone else is paying rent." Ives says there will continue to be ebbs and flows in the memory sector, but the multi-year cycle is going to continue to play out. The analyst said that alternatives or Chinese players won’t change the current memory market, dominated by South Korea. "Korea holds the cards when it comes to memory." Asked about the potential of companies overordering or inventory changing, Ives says there are no worries about that now. "It’s starting to play out from a bull case scenario." **Read Also: Cybersecurity 'Golden Age' Is Coming, Says Dan Ives — But Warns Of A 'Sci-Fi Movie Gone Bad' Without Regulation** ## **Nvidia Earnings** During his interview, Ives was also asked about the upcoming **NVIDIA Corp** (NASDAQ:NVDA) quarterly earnings report, which could be a major catalyst for the AI trade. Ives said investors are underestimating the size and scope of what Nvidia is doing. "You’re almost giving them minimal credit for physical AI," Ives said. The analyst said Nvidia’s earnings are incredibly important for the tech trade and could be a huge "planting the flag moment." Known for his innings analogies of how far a trade or bull market is, Ives says it might not be the seventh inning of the AI trade, but instead could be only the bottom of the second inning.   Ives continues to praise Nvidia CEO **Jensen Huang** as the godfather of AI "Betting against Jensen would be like those that bet against Tom Brady." Nvidia reports second-quarter financial results on Wednesday, Aug. 26. **Read Also: Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’** *Image via Shutterstock* ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [MULL.US](https://longbridge.com/en/quote/MULL.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [MUD.US](https://longbridge.com/en/quote/MUD.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [MUU.US](https://longbridge.com/en/quote/MUU.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [EWY.US](https://longbridge.com/en/quote/EWY.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [MUYY.US](https://longbridge.com/en/quote/MUYY.US.md) - [MUZ.US](https://longbridge.com/en/quote/MUZ.US.md) - [03121.HK](https://longbridge.com/en/quote/03121.HK.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) - [DRAM.US](https://longbridge.com/en/quote/DRAM.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [CSCO.US](https://longbridge.com/en/quote/CSCO.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Micron CEO: AI has 'totally changed' the equation for the boom-and-bust memory industry](https://longbridge.com/en/news/296543881.md) - [IREN Just Passed Its Biggest AI Test as Microsoft and Nvidia Bet Billions](https://longbridge.com/en/news/296533962.md) - [Fabrinet Shares Tumble As Nvidia Datacom Weakness Overshadows Telecom Strength](https://longbridge.com/en/news/296253299.md) - [Micron Stock Is Surging Toward $1,000 Again. Can MU Keep Climbing?](https://longbridge.com/en/news/296107115.md) - [Micron Upgraded to Buy on the Claim Memory Stopped Being Cyclical](https://longbridge.com/en/news/295956390.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**