Deutsche Bank increasing its Micron exposure also caught my attention. I see this as part of a broader shift from simply owning $NVIDIA(NVDA)$ to investing across the AI infrastructure stack — compute, memory, networking and cloud. While 13F data isn't a direct buy signal, it reinforces the institutional interest in MU.
For the next three years, I would pick Micron for its higher growth potential. The stock will remain volatile, but if HBM demand and memory pricing stay strong, I believe MU still has plenty of room to grow.
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.
- OgdenHerbert·08-13TOPI cleared all semi names already — HBM contract quality is where I'm stuck. If cloud spend cools even a bit, does MU still deserve this kind of premium?1Report