Market Eyes LiveMemory and Storage Stocks, Rated
Memory is the most cyclical corner of semiconductors. Prices are set by supply and demand for a near-commodity product, so margins swing far harder than in logic chips. This page ranks the memory makers alongside the storage and server companies that buy and resell their output.
Every score below is free. 19 memory and storage stocks scored on the same eight factors, updated as the data changes.
Ranked by composite score
Ranked highest to lowest by MELANY composite score, a 0 to 100 reading from eight factors. Each row links to the full breakdown and the live price. Ratings are a dated snapshot, most recently computed 2026-08-20.
These tiers are algorithmic research readings, not a recommendation to buy or sell any security, and not personalized investment advice. Ranking order is not a suggested purchase order.
What is in the app for these 19 companies
The score and the eight factors behind it are open on every company page. The trade plan is the part that is not: one suggested entry price per company, the stop, the targets, and an alert when a name enters its entry zone. That unlocks free when you create an account.
What changed in the past month
8 of 19 companies in this group have a scoring history going back a month, and 8 of those changed. All 8 are below: 4 higher, 4 lower.
- +12Marvell Technology, Inc. (MRVL): Very Promising to Highest Conviction, score rose 12 points to 70.
- -9KLA Corporation (KLAC): no longer flagged Runner!, now Very Promising, score fell 9 points to 56.
- -5Applied Materials Inc (AMAT): now flagged Runner!, a separate short-term momentum flag rather than a step up or down, with its score fell 5 points to 62.
- -4Lam Research Corp (LRCX): now flagged Runner!, a separate short-term momentum flag rather than a step up or down, with its score fell 4 points to 62.
- -2Micron Technology, Inc. (MU): score fell 2 points to 80.
- +2Nvidia Corp (NVDA): score rose 2 points to 73.
- +2Broadcom Inc. (AVGO): no longer flagged Runner!, now Favorable, score rose 2 points to 67.
- +1Super Micro Computer, Inc. (SMCI): score rose 1 point to 64.
Measured against each company's rating about 30 days ago. A tier change is reported as a move between named tiers; the score is what carries the direction. Runner is a short-term momentum flag, not a rung above or below any other tier.
What moves this group
Contract pricing and inventory levels drive the cycle, and both turn faster than most investors expect. High bandwidth memory has partially decoupled the leading suppliers from the commodity cycle because it is sold under tighter, longer agreements. Capital discipline across the small number of producers is the single biggest determinant of how deep each downturn goes.
Also searched as: memory chip stocks, DRAM and NAND makers, storage companies, HBM suppliers.
How Market Eyes Live scores these companies
Every company on this page is scored by MELANY, our own engine, which reads regulatory filings and market data and produces a composite score from 0 to 100 across eight factors: valuation, business quality, price momentum, earnings track record, analyst sentiment, catalyst setup, risk-adjusted profile and macro fit.
Each score maps to a conviction tier rather than a buy or sell call. Established companies with enough financial history are judged on fundamentals. Pre-profit or thin-data companies are judged on a separate speculative path that leans on momentum and theme strength, because there are not enough fundamentals to read. That is why two names with similar scores can carry very different risk.
Frequently asked questions
Why is memory so cyclical?
The product is close to a commodity, so when supply exceeds demand, prices and margins fall quickly across every producer at once.
Does high bandwidth memory change that?
It softens it for the suppliers who have qualified. Those volumes are contracted differently from commodity memory, which is one reason scores can diverge sharply within this group.
What is the composite score based on?
Eight factors: valuation, quality, momentum, earnings, sentiment, catalyst, risk-adjusted profile and macro fit. Each company page shows the full breakdown.
Free account, no card. The scores stay free; the entry prices unlock.