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: 362.66 +5.05 (1.41%)
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Open $358.65    52 Week Low $117.08 
Day High $363.97    P/E N/A 
Day Low $353.50    EPS $0.00 
Volume 26,431,211       

Micron Technology (NASDAQ: MU) Delayed: 1043.96 +28.16 (2.77%)
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Open $1044.99    52 Week Low $9.31 
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Day Low $1030.68    EPS $1.69 
Volume 28,075,686       

Nvidia Corporation (NASDAQ: NVDA) Delayed: 227.38 +5.11 (2.30%)
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Open $222.93    52 Week Low $24.75 
Day High $228.50    P/E 307.27 
Day Low $221.56    EPS $0.74 
Volume 161,425,416       

(NASDAQ: SKHY) Delayed: 188.86 +1.36 (0.73%)
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Day Low $185.91    EPS $ 
Volume 20,310,879