I would pick A. Micron for the-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I would pick A. Micron for the next three years.

Nvidia remains the strongest AI leader, but expectations and valuation are already extremely high. Micron offers a different way to capture the AI boom, particularly through HBM and high-end memory. AI workloads are becoming increasingly memory-intensive, creating potentially structural demand for faster, higher-capacity memory.

The biggest attraction is the possibility that AI demand keeps memory supply tight for longer, allowing Micron to sustain unusually strong pricing and margins. If that happens, earnings growth could significantly outpace the broader market.

Berkshire is the safer choice, with diversified businesses, strong cash flow and a huge liquidity cushion. It would probably be my pick if capital preservation were the priority.

My ranking: Micron > Nvidia > Berkshire.

Micron Reclaims $1 Trillion Market Cap — Memory Rebound or Reversal?

Memory ran hard. $MU +4.92%, SK Hynix +9.01%, $SNDK +5.76%, $SOXL +6.89%. The bull case has three legs: risk appetite after CPI, Micron management saying AI memory tightness can run past 2027 — which had UBS calling a structural reset in through-cycle profitability — and the sell side following it up. The bear case is supply and guidance: CXMT is adding capacity, and SanDisk and Western Digital both fell two sessions after beating, on outlook. Same chips, opposite conclusions — the argument isn't demand any more, it's who gets to set the price.

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Comments

winky9
08-17
winky9
HBM ramp is why I lean Micron too. If pricing stays tight, earnings can rerate fast

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The bull case has three legs: risk appetite after CPI, Micron management saying AI memory tightness can run past 2027 — which had UBS calling a structural reset in through-cycle profitability — and the sell side following it up. The bear case is supply and guidance: CXMT is adding capacity, and SanDisk and Western Digital both fell two sessions after beating, on outlook. Same chips, opposite conclusions — the argument isn't demand any more, it's who gets to set the price.","image":"https://community-static.tradeup.com/news/e4fbb042d140568fff1feb371b4d32bc"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I would pick A. Micron for the next three years.\n<p></p>\n<p>Nvidia remains the strongest AI leader, but expectations and valuation are already extremely high. Micron offers a different way to capture the AI boom, particularly through HBM and high-end memory. 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