$Micron Technology(MU)$ Micron

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$Micron Technology(MU)$ Micron is not the next Nvidia. While both companies benefit from the growth of artificial intelligence, Nvidia represents a structurally advantaged platform business, whereas Micron remains a cyclical supplier of a critical but competitive component. Micron’s strength lies in timing and cycle management, not in replicating Nvidia’s dominance. Investors should therefore view Micron as a complementary AI investment rather than a successor to Nvidia’s exceptional growth story.

# Micron Jumps 10%! Is Memory The Next Nvidia Trade?

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Juliaaa11
·12-23 11:47
Spot on analysis. MU's cyclicality makes it more of a tactical trade than NVDA's strategic play [吃瓜]
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