6/8/2026
By Charles Payne, CEO & Principal Analyst

Two weeks ago, Morgan Stanley (MS) outlined the pricing changes for Vera Rubin racks compared with GB300 racks. The 430% jump in memory stood out – flashing dollar signs around all the memory players.

A report on Friday suggests Nvidia (NVDA) is reducing DRAM capacity, which could knock close to a million dollars off the cost of Rubin racks.

I’ve been told this is immaterial, since High Bandwidth Memory 4 (HBM4) is the next big thing in memory, and I read that there was too much DRAM in the first place. I’m still researching and learning, but right now, I am looking to buy this dip.

Potential Buy List

If you are looking to buy and focus on valuation, use the price/earnings -to- growth (PEG) ratio for semiconductor stocks.

This is a great table.

There are other factors as well, but out of all the ratios the Street incorporates, I have had the best success with PEG ratios in the decision-making process.

To read the full report, contact your account rep or email Info@wstreet.com

Charles Payne
Wall Street Strategies