AI Momentum, Memory Tightness, and Valuation Crossroads: Weekly Alpha Research Digest (Jan 19–24, 2026)

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AI Momentum, Memory Tightness, and Valuation Crossroads: Weekly Alpha Research Digest (Jan 19–24, 2026)

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This week’s Alpha Research cycle was dominated by AI-driven demand across chips, memory, and cloud platforms, offset by a recurring theme: stretched valuations. We review the week’s top calls—Micron, Sandisk, Broadcom, Microsoft, CrowdStrike, Disney and a clutch of catalyst-driven small caps—then connect the dots on macro, sector, and company-level risks and research priorities for next week.

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