When the Chips Are Down, Add Memory to Your Portfolio

You know those AI headlines everyone’s buzzing about? They all have one thing in common: they eat memory like popcorn.

This stock just served up a clean beat, raised the outlook, and reminded the market who keeps the AI buffet stocked. Grab your coffee and let’s shop for risk/reward.

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Disney | DIS

Price: $113.44

Mouse House is nudging streaming prices higher again. Most plans are going up $2–$3 next month.

Yes, there’s some headline drama, but the bigger story is unit economics: ARPU up, churn management on trial. The bundle still matters, and sports gives stickiness.

Theme parks and experiences remain the ballast, while content cadence plus disciplined spend decide the multiple.

The stock isn’t stretched on earnings, and the dividend is back (modest but growing).

Why it matters to you: This is an execution story. If price hikes stick and engagement holds, margin rebuild continues.

If churn flares, they’ll need sharper bundles or new perks. For patient holders, risk/reward is improving as the business mix gets healthier.

Eli Lilly | LLY

Price: $741.81

New U.S. plant in Houston with a $6.5B price tag to crank out small-molecule meds, including that closely watched oral obesity pill.

Add it to a multi-site buildout plan aimed squarely at demand that refuses to quit. The playbook is capacity, capacity, capacity, because shortages are the enemy of premium brands.

Valuation isn’t shy, but leadership in GLP-1s buys time. Orforglipron (if/when approved) could expand the addressable market by giving patients a pill option.

Meanwhile, cardiometabolic, oncology, and immunology pipelines keep the growth flywheel turning.

Why it matters to you: For mega-cap healthcare exposure with durable growth, Lilly remains a pay a premium for a premium asset.

Pullbacks tend to be opportunities if you believe supply expansions translate into sustained revenue beats.

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Halliburton | HAL

Price: $24.43

This is a good company in a grumpy tape.

The stock’s down YTD, but it just bounced after an in-line EPS print, a slight revenue beat, and a reminder that returns on capital are still solid. Analysts are split between show me and there’s value here.

This is cyclical, so oil prices, international spend, and North America activity are your steering wheel.

Balance sheet looks fine, dividend is covered, and the long-term need to maintain and develop reservoirs didn’t vanish.

Why it matters to you: If you’re building a barbell, HAL can be the value/cycle side while growth sits on the other end.

You’re betting on steady upstream budgets and international resilience more than a rip-roaring oil spike.

McKesson | MCK

Price: $761.05

Raised the bar.

Guidance moved up, long-term EPS growth target ticked to 13–16%, and the company is leaning harder into higher-margin businesses like oncology distribution and specialty solutions.

That mix shift matters: more complex therapies, more services, better margins.

They also flagged a newly defined oncology & multispecialty unit and reaffirmed steady growth in the core North American pharma segment.

It’s not flashy, it’s execution. The chart shows why compounding in healthcare distribution can outpace most expectations when you keep adding fee-for-service layers.

Why it matters to you: If you like defensive growth, MCK is a steady climber with catalysts tied to specialty care expansion.

Pullbacks tend to be more about market mood than business cracks.

Micron Technology | MU

Price: $161.68

Micron just put up numbers that make it clear why it’s one of the market’s favorite AI sidekicks.

Earnings per share came in at $3.03 vs. $2.86 expected, revenue climbed 46% year over year, and guidance for the current quarter was bumped higher.

The stock has nearly doubled in 2025, powered by demand for high-bandwidth memory (HBM), the must-have partner every Nvidia GPU needs.

What stands out is how fast Micron’s cloud memory sales are growing, more than tripling over the past year, even as parts of its data center business cooled.

Pricing is holding strong, supply looks tight, and hyperscalers building 10+ GW campuses are basically writing Micron’s future order book.

Why it matters to you: Micron isn’t chasing the AI spotlight, but it is selling the gear every model runs on. If you want exposure to the AI boom without betting on which lab wins, MU is one of the cleaner plays.

As long as GPU demand scales, memory makers like Micron should stay in the sweet spot.

Today’s basket reads like a market checklist:

• AI rails (our memory leader) for pure growth torque.

• Cash flow + IP (DIS, LLY) where pricing power and capacity do the heavy lifting.

• Cyclical value (HAL) for balance when tech takes a breather.

• Defensive compounding (MCK) that keeps grinding higher through market noise.

You don’t need to buy every ticker. You can mix your offense (AI + pharma) with ballast (distribution + cash-generative media and parks) and a touch of cycle.

That way you’re not praying for one storyline to win every day.

Stat of the Day: $100 billion
Nvidia and OpenAI just teed up a $100B systems plan. And when hyperscalers sprint, the whole supply chain gets a cardio workout, foundries, equipment, and yes, memory.

It’s a reminder that the AI trade is an ecosystem.