Shyon
05-27 00:43

I’m currently most bullish on Stage 2 — memory, especially $Micron Technology(MU)$ . HBM has become a critical bottleneck for AI, and supply still looks very tight due to EUV restrictions and advanced packaging limitations. I think the market still underestimates how important memory is compared to GPUs, which is why MU still has room to run.

I also believe optical networking could be the next rotation. As AI workloads explode, bandwidth demand will surge, making companies like $COHERENT(COHR)$ and $POET Technologies Inc(POET)$ increasingly interesting. AI is no longer just about chips — it’s about the entire infrastructure stack.

For power, I think the trend is inevitable but slightly later-stage for me. Companies like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could benefit massively once AI-driven electricity demand becomes undeniable.

@Tiger_SG @TigerStars @Tiger_comments @TigerClub

# AMD Keeps Surging: Will It Replicate Micron's Explosive Breakout?

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.

Report

Comment（2）

  • Top
  • Latest
  • icycrystal
    ·05-28 00:48
    TOP
    thanks for sharing
    Reply
    Report
    Fold Replies
    • Shyon: 
      My pleasure eh
      05-28 01:01
      Reply
      Report