Shyon
00:25

Replying to @FabianGracie:Thanks for sharing your insights//@FabianGracie:HBM demand is the whole point here, I’m holding Micron and not blinking
@Shyon：
I believe AI is changing how I view the memory sector. Instead of focusing only on DRAM cycles and inventories, I now pay closer attention to HBM demand and AI infrastructure spending. As long as AI data center investment remains strong, memory has the potential to become a structural growth story. Among the names mentioned, I remain most bullish on $Micron Technology(MU)$ for its HBM leadership, while also watching $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ as key beneficiaries of the AI ecosystem. I believe the biggest winners will be companies that can sustain innovation and pricing power. That said, the memory cycle hasn't disappeared. Future capacity expansion could still create volatility, so I'll continue to dollar-cost average rather than chase rallies. If AI demand continues to grow, I believe the long-term outlook for leading memory companies remains attractive. @Tiger_comments @TigerClub @TigerStars
I believe AI is changing how I view the memory sector. Instead of focusing only on DRAM cycles and inventories, I now pay closer attention to HBM demand and AI infrastructure spending. As long as AI data center investment remains strong, memory has the potential to become a structural growth story. Among the names mentioned, I remain most bullish on $Micron Technology(MU)$ for its HBM leadership, while also watching $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ as key beneficiaries of the AI ecosystem. I believe the biggest winners will be companies that can sustain innovation and pricing power. That said, the memory cycle hasn't disappeared. Future capacity expansion could still create volatility, so I'll continue to dollar-cost average rather than chase rallies. If AI demand continues to grow, I believe the long-term outlook for leading memory companies remains attractive. @Tiger_comments @TigerClub @TigerStars

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