I opt for MU.
Why MU is my #1
The important thing happening right now is that we're seeing a violent rotation within the AI trade, not necessarily deterioration in the underlying AI infrastructure demand.
On August 18, MU fell about 7% to $940.76, while NVDA fell 2.3%, SNDK 9%, and SK Hynix about 9%.
That's interesting because Micron's fundamentals are exceptionally strong.
Micron Technology
And Micron says AI/server demand is causing tight DRAM and NAND supply, with HBM4 ramping rapidly.
That creates a particularly attractive setup:
AI demand → more GPUs → more HBM → more memory content → pricing power → huge
The catch is that Micron is still a cyclical memory company. Today's enormous earnings can normalize if supply eventually catches up. So I wouldn't put the entire $10k into it.
thank you @TigerEvents and @koolgal for invitation 🙏 😘
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