According to CoinMeta, the Jim Cramer of CNBC indicates that the artificial intelligence boom has redefined the rules for memory stocks, and the substantial gains in these stocks may not be over yet. He pointed out that Sandisk has risen by 653% this year, Seagate by 261%, Micron by 254%, and Western Digital by 211%. Although such gains would usually make him wary, he believes that this cycle is different. Cramer argues that the shortage of memory has made it a key bottleneck in the growth of data centers. At the same time, memory manufacturers have become more cautious and have started to sign long-term customer agreements to ensure profits in the coming years. He mentioned that Sandisk still has a $15.5 billion authorization for stock repurchases, Seagate is currently executing a $5 billion repurchase plan, and Western Digital authorized an additional $4 billion in repurchases earlier this year. The charitable trust of Cramer recently established a position in Micron; he believes that the strong demand for AI and the long-term customer agreements can support further gains.