I’m currently leaning more har

I’m currently leaning more hardware-heavy because AI capex still looks very early. DIAMANS makes sense since infrastructure spending is already translating into real cash flow, especially for memory, storage, servers, and compute. That’s why names like $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Intel(INTC)$ are suddenly seeing strong rotation flows.

Among the seven, I still think Micron Technology has one of the strongest setups because every AI workload needs more HBM and DRAM. I also don’t see $NVIDIA(NVDA)$ smaller move today as bearish — it feels more like funds rotating into lagging AI hardware names instead of leaving the AI theme.

I don’t think software is dead either, but chasing every hot rotation usually destroys returns. For me, staying balanced makes more sense: hardware can continue leading if AI capex stays strong, while software could catch up later once monetization improves.

@Tiger_comments @TigerStars @TigerClub

Micron Surges 15%: Is the Memory Super-Cycle Back?

Micron rallied more than 15% as the memory chip sector surged broadly. Institutional research describes MU fundamentals as still in a 'strong phase.' SanDisk simultaneously soared over 16%, confirming a sector-wide re-rating rather than a single-stock catalyst, with clear signs of rotational capital inflows. The key risk: if Samsung and SK Hynix accelerate capacity expansion, NAND/DRAM cycle peaks have historically arrived without warning. How much upside remains in the HBM super-cycle, or has this week's rally already priced in the second-half outlook?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":562787112087728,"tweetId":"562787112087728","gmtCreate":1778429053676,"gmtModify":1778463622150,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"authorIdStr":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"userType":2,"introduction":"🎓 Mechanical Engineer\n📦 SCM Certification\n📊 Technical Analysis\n🌏 Investor 🇺🇸🇸🇬🇲🇾🇭🇰 Tesla","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.05.11","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[],"fanSize":4415,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1119,"starInvestorOrderShareNum":104,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":124.45,"showRor":true,"investmentPhilosophy":"Technical trade lover! ","winRationPercentage":66.153846,"tradeVolumeEst":0},"themes":[{"themeId":"ad7818b5483947a391dffaf3b3e51164","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Micron Surges 15%: Is the Memory Super-Cycle Back?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ad7818b5483947a391dffaf3b3e51164}&rnconfig={\"headerBarHidden\": true}","description":"Micron rallied more than 15% as the memory chip sector surged broadly. Institutional research describes MU fundamentals as still in a 'strong phase.' SanDisk simultaneously soared over 16%, confirming a sector-wide re-rating rather than a single-stock catalyst, with clear signs of rotational capital inflows. The key risk: if Samsung and SK Hynix accelerate capacity expansion, NAND/DRAM cycle peaks have historically arrived without warning. How much upside remains in the HBM super-cycle, or has this week's rally already priced in the second-half outlook?","image":"https://community-static.tradeup.com/news/8b23c042121584ccc8efc0861468a03f"}],"images":[{"img":"https://community-static.tradeup.com/news/dcc61bd0edc35b10f22b9e08c1a2bd5a"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/dcc61bd0edc35b10f22b9e08c1a2bd5a"}],"title":"","html":"<html><head></head><body>I’m currently leaning more hardware-heavy because AI capex still looks very early. DIAMANS makes sense since infrastructure spending is already translating into real cash flow, especially for memory, storage, servers, and compute. That’s why names like <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a><a href=\"https://ttm.financial/S/SNDK\"> $SanDisk Corp.(SNDK)$ </a><a href=\"https://ttm.financial/S/INTC\"> $Intel(INTC)$ </a>are suddenly seeing strong rotation flows.\n\nAmong the seven, I still think Micron Technology has one of the strongest setups because every AI workload needs more HBM and DRAM. I also don’t see <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a> smaller move today as bearish — it feels more like funds rotating into lagging AI hardware names instead of leaving the AI theme.\nI don’t think software is dead either, but chasing every hot rotation usually destroys returns. For me, staying balanced makes more sense: hardware can continue leading if AI capex stays strong, while software could catch up later once monetization improves.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/dcc61bd0edc35b10f22b9e08c1a2bd5a\"></t-t></body></html>","htmlText":"<html><head></head><body>I’m currently leaning more hardware-heavy because AI capex still looks very early. DIAMANS makes sense since infrastructure spending is already translating into real cash flow, especially for memory, storage, servers, and compute. That’s why names like <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a><a href=\"https://ttm.financial/S/SNDK\"> $SanDisk Corp.(SNDK)$ </a><a href=\"https://ttm.financial/S/INTC\"> $Intel(INTC)$ </a>are suddenly seeing strong rotation flows.\n\nAmong the seven, I still think Micron Technology has one of the strongest setups because every AI workload needs more HBM and DRAM. I also don’t see <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a> smaller move today as bearish — it feels more like funds rotating into lagging AI hardware names instead of leaving the AI theme.\nI don’t think software is dead either, but chasing every hot rotation usually destroys returns. For me, staying balanced makes more sense: hardware can continue leading if AI capex stays strong, while software could catch up later once monetization improves.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/dcc61bd0edc35b10f22b9e08c1a2bd5a\"></t-t></body></html>","text":"I’m currently leaning more hardware-heavy because AI capex still looks very early. DIAMANS makes sense since infrastructure spending is already translating into real cash flow, especially for memory, storage, servers, and compute. That’s why names like $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Intel(INTC)$ are suddenly seeing strong rotation flows. Among the seven, I still think Micron Technology has one of the strongest setups because every AI workload needs more HBM and DRAM. I also don’t see $NVIDIA(NVDA)$ smaller move today as bearish — it feels more like funds rotating into lagging AI hardware names instead of leaving the AI theme. I don’t think software is dead either, but chasing every hot rotation usually destroys returns. For me, staying balanced makes more sense: hardware can continue leading if AI capex stays strong, while software could catch up later once monetization improves. @Tiger_comments @TigerStars @TigerClub","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":9,"favoriteSize":0,"link":"https://ttm.financial/post/562787112087728","repostId":0,"isVote":1,"tweetType":1,"viewCount":202,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","INTC","SNDK","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":807,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/562787112087728"}