C is the soundest pick: infrastructure names like Broadcom, Nvidia, AMD and Microsoft anchor the AI build-out through chips, memory, power and data centers — durable multi-year commitments regardless of any hype or rhetoric about a slower pace of AI development. The $315 million options bet reinforces this understanding. I will use any short-term weakness as a golden opportunity to accumulate high value stocks at cheap valuations!
Memory Stocks Diverge — Is the Price-Hike Narrative Fading?
Memory came apart Tuesday, a day after moving as a bloc: Micron +0.39% to $927.60, SK Hynix −0.46% to $174.83, SanDisk −1.36% to $1,530.89, Western Digital about −4%, Seagate about −5%. SanDisk refinanced its credit facility, which sharpens the valuation argument in a group priced on prices going up. Micron holding its ground says the demand side has not gone with the rest; Micron also reports Sept 30, the next real read on quotes and orders. One price-increase story cannot carry five names moving in three directions — some part of it is wrong. Is the memory reflation thesis still one story?
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