Why is Bernstein bullish on memory stocks after Samsung, Nvidia deals?

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Go back to Why is Bernstein bullish on memory stocks after Samsung, Nvidia deals?
Avago Tech (NASDAQ: AVGO) Delayed: 392.23 +2.95 (0.76%)
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Open $384.40    52 Week Low $117.08 
Day High $392.61    P/E N/A 
Day Low $374.61    EPS $0.00 
Volume 17,290,548       

Micron Technology (NASDAQ: MU) Delayed: 829.50 +6.47 (0.79%)
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Open $786.36    52 Week Low $9.31 
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Day Low $770.10    EPS $1.69 
Volume 42,512,220       

Nvidia Corporation (NASDAQ: NVDA) Delayed: 206.64 +5.89 (2.93%)
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Open $197.69    52 Week Low $24.75 
Day High $208.74    P/E 279.24 
Day Low $196.85    EPS $0.74 
Volume 128,403,223       

(NASDAQ: SKHY) Delayed: 142.72 -1.01 (0.7%)
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Volume 29,026,640