When Apple (NASDAQ: AAPL) signals it may have to raise prices because memory costs are rising, the market pays attention. For investors already holding Micron Technology (NASDAQ: MU), Seagate Technology Holdings (NASDAQ: STX), Western Digital Corporation (NASDAQ: WDC), and Sandisk Corporation (NASDAQ: SNDK), that warning isn't a red flag—it's confirmation of pricing power.
Growth Investor's Louis Navellier sees all four names as direct beneficiaries of the same structural shortage, with one clear leader at the top of the stack.