In the world of tech stocks, we’re starting to see some serious bifurcation take hold among companies across different sectors. Whether we’re talking about semiconductor manufacturers, memory companies, power and utility players, or application-focused enterprises and consumer-focused companies, there are plenty of different options to choose from as ways to play a rising tide (driven by artificial intelligence) that has raised most boats in the tech sector over the course of the past three years.

That said, within these technology sub-sectors, memory companies have become one of my core focal points. That’s because we’re seeing a divergence in performance among certain sectors with shortages and those without. In some areas of…