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

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Avago Tech (NASDAQ: AVGO) Delayed: 356.13 -8.41 (2.31%)
Previous Close $364.54    52 Week High $179.42 
Open $362.20    52 Week Low $117.08 
Day High $362.90    P/E N/A 
Day Low $355.44    EPS $0.00 
Volume 4,728,675       

Micron Technology (NASDAQ: MU) Delayed: 1073.21 -22.95 (2.09%)
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Open $1100.07    52 Week Low $9.31 
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Day Low $1070.73    EPS $1.69 
Volume 7,082,187       

Nvidia Corporation (NASDAQ: NVDA) Delayed: 225.64 -3.23 (1.41%)
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Day Low $225.02    EPS $0.74 
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Previous Close $195.37    52 Week High
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Volume 5,056,346