Shyon
08-18 18:03

I’m most bullish on $Micron Technology(MU)$ , $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ over the next 6 months, with MU standing out. HBM remains a critical AI bottleneck, while hyperscaler capex is still extremely strong. I believe memory suppliers can continue capturing a disproportionate share of AI spending as HBM demand stays elevated.

NVDA remains a core holding thanks to CUDA, Blackwell and Rubin, while TSM benefits from virtually every leading-edge AI chip and advanced packaging demand. I’m also watching CRDO and ALAB as higher-growth AI connectivity plays.

For me, margin trajectory matters more than current margin. I prefer accumulating quality semiconductor names during pullbacks rather than chasing rallies. My top pick for the next 6 months is MU, followed by NVDA and TSM. 🚀📈

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  • EricVaughan
    ·08-19 17:52
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    MU is still the shakier one to me. If inventory days are climbing while everyone leans on HBM, that bottleneck story may be masking a cycle problem lol
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    • Shyon: 
      True, always good and worth to pay extra attention to this area
      08-19 23:06
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