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.
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- winky9·08-17 13:42HBM ramp is why I lean Micron too. If pricing stays tight, earnings can rerate fastLikeReport