2026-10 list · 9 stocks｜Published 2026-10-14 · Updated 2026-11-04
Memory stocks make DRAM, flash and other memory, covering chip manufacturing, niche memory IC design, controller ICs, and module and SSD makers. Blave's 2026-10 list has 9 stocks, each with a reason and public sources.
Groups of stocks classified by theme rather than by industry.
Theme index: members equal-weighted, dividends included (adjusted prices), rebalanced on the first trading day of each month and whenever a new list takes effect.
Institutional net buying is the sum across member stocks.
Lists are compiled monthly. A company needs at least two public sources showing it has products or revenue in the theme, and each entry carries a one-line reason and source; advisory stock picks and “concept stock list” articles are not used. Older lists are kept, not overwritten.
The stretch before the 2026-10 list took effect is backcast with the 2026-10 list and drawn as a grey dashed line.
Source
Lists compiled by Blave, TWSE, TPEx
Caveat
Backtesting the past with today's list overstates results; use each month's list for that month.
