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.
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- quixzi·06-03 19:02TOPMU at 32GB-64GB is the part I keep coming back to. If that baseline sticks, memory upside probably lasts longer than people think1Report
- mark2012·06-03 20:43TOPwho cares about PC Ai, its more market hype to distract that AI risk us to concentrated1Report
- JoyceTobias·06-03 19:02TOPTSMC is the cleanest part for me too. If 32GB laptops stick, MU probably surprises again1Report
- 1PC·06-03 23:34TOPNice Sharing 😁 @DiAngel @Aqa @koolgal @Barcode @JC888 @Shernice軒嬣 20001Report