AI Memory & HBM
High-bandwidth memory sits beside the processor in an AI accelerator and feeds it data fast enough to keep the compute busy. Supply is concentrated among a few memory makers, which makes the group a tight bottleneck on AI build-out.
12 stocks
Calls
Puts
Net calls
Funds Holding
2,393
Funds Holding Change
+155
Funds Holding Growth
+7%
Value
$224B
Holding in Top 10
161
Top 10 Change
+29
Top 10 Growth
+22%
Value Growth
+28%
New
303
Increased
860
Reduced
963
Closed
119
Capital Inflow
$14.3B
Capital Outflow
$14.7B
Net Capital Flow
-$463M
Capital Flow Change
-$2.11B
Calls
$10.7B
Puts
$9.64B
Net Calls
+$1.09B
Put/Call Ratio
0.9