Berkshire is the safer compounder, while Nvidia remains the core AI leader. But Micron has an interesting middle ground: it’s benefiting from the same AI spending boom, yet the market is only now starting to treat memory as strategic infrastructure rather than a commodity.
The key is HBM. If AI demand keeps growing and memory supply remains tight, Micron’s earnings could surprise on the upside. That gives MU more potential upside than Berkshire, although the volatility will be much higher.
So my ranking would be: MU for upside, NVDA for AI leadership, BRK for stability.
The real question isn’t whether Micron can stay above $1 trillion — it’s whether AI has permanently changed the memory cycle. If the answer is yes, MU could still have plenty of room to run.
@Capital_Insights [胜利]
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- BonnieHoyle·08-17 14:13I’m with you on MU upside. HBM changed the setup, but do you think supply stays tight long enough?LikeReport