苏36
08-15 10:27
For me, I’d pick Micron for the next three years — but with a much higher risk tolerance.

Berkshire is the safer compounder, while Nvidia remains the core AI leader. But Micron has an interesting middle ground: it’s benefiting from the same AI spending boom, yet the market is only now starting to treat memory as strategic infrastructure rather than a commodity.

The key is HBM. If AI demand keeps growing and memory supply remains tight, Micron’s earnings could surprise on the upside. That gives MU more potential upside than Berkshire, although the volatility will be much higher.

So my ranking would be: MU for upside, NVDA for AI leadership, BRK for stability.

The real question isn’t whether Micron can stay above $1 trillion — it’s whether AI has permanently changed the memory cycle. If the answer is yes, MU could still have plenty of room to run.

@Capital_Insights [胜利]

Micron Reclaims $1 Trillion Market Cap — Memory Rebound or Reversal?
Memory ran hard. $MU +4.92%, SK Hynix +9.01%, $SNDK +5.76%, $SOXL +6.89%. The bull case has three legs: risk appetite after CPI, Micron management saying AI memory tightness can run past 2027 — which had UBS calling a structural reset in through-cycle profitability — and the sell side following it up. The bear case is supply and guidance: CXMT is adding capacity, and SanDisk and Western Digital both fell two sessions after beating, on outlook. Same chips, opposite conclusions — the argument isn't demand any more, it's who gets to set the price.
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