I see short-term risk in chasing memory stocks after sharp spikes, but this is a structural re-pricing, not just momentum. NVIDIA
$NVIDIA(NVDA)$ bringing NAND into AI inference changes storage from a backend cost into a core AI bottleneck. I wouldn’t chase highs aggressively, but I don’t think this is a quick “sell the news” move either.
Between the names, I prefer Micron $Micron Technology(MU)$ . It sits at the center of HBM tightness, DRAM pricing power, and NAND’s role upgrade, while SanDisk $SanDisk Corp.(SNDK)$ and Western Digital $Western Digital(WDC)$ offer higher beta but narrower exposure. Micron gives me broader participation and better balance if volatility picks up.
On timing, I believe in the January effect as a probability edge, not a rule. I’d rather build positions early and add on earnings volatility than wait for a perfect pullback that may not come.
@Tiger_comments @TigerStars @TigerClub
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