Shyon
06-03 00:48
I think $NVIDIA(NVDA)$ RTX Spark is more than just another AI PC launch. For the first time, the Windows ecosystem has a real Arm-based challenger with tight CPU-GPU integration. If adoption scales, it could slowly erode Intel-AMD dominance and trigger a new upgrade cycle across the PC supply chain.

I’m most bullish on the memory layer. AI workloads on-device need much higher capacity and bandwidth, and that shift looks structural rather than cyclical. That’s why I still like $Micron Technology(MU)$ , SK Hynix, and Samsung. Even after the rally, I don’t think AI PC demand is fully priced in if 32GB–64GB becomes mainstream.

Between certainty and elasticity, I lean toward certainty. TSMC remains my highest-conviction pick because it wins regardless of chip design outcomes. Nvidia may lead today, but no matter who dominates, advanced chips still need to be manufactured, and TSMC stays at the center of that value chain.

@TigerStars @Tiger_comments @Tiger_SG @TigerClub

Micron Breaks $1,000! Peak or More Upside?
Micron (MU) surged 6.64% to breach $1,000, setting a new all-time high, as Mizuho raised its price target to $1,150 while maintaining an Outperform rating. MU showcased full-scenario AI memory applications at Computex 2026, with SanDisk rising 3.92% in tandem — analysts are calling it the 'AI memory stock outperforming NVIDIA.' The sector's parabolic rally raises increasing topping risk. At a trillion-dollar valuation and all-time highs, do you hold or start taking profits?
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Comments

  • quixzi
    06-03 19:02
    quixzi
    MU at 32GB-64GB is the part I keep coming back to. If that baseline sticks, memory upside probably lasts longer than people think
  • mark2012
    06-03 20:43
    mark2012
    who cares about PC Ai, its more market hype to distract that AI risk us to concentrated
    • Shyon: 
      Thanks for sharing your insights
  • JoyceTobias
    06-03 19:02
    JoyceTobias
    TSMC is the cleanest part for me too. If 32GB laptops stick, MU probably surprises again
  • 1PC
    06-03 23:34
    1PC
    Nice Sharing 😁 @DiAngel @Aqa @koolgal @Barcode @JC888 @Shernice軒嬣 2000
    • Shyon: 
      Thanks and appreciate that
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