Source item
Open original source ↗I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC.
Started talking more about Samsung Electronics/Sk Hynix back in 2025.
Put more concentration into the memory theme like $SNDK and others, Jan of this year.
And I'm glad my prediction with Micron + memory is playing out well!
Hope people had fun with $EWY longs too, those are up a lot.
Quoted context
These are the quoted author’s words.
$MU looks like the next Nvidia. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron. https://t.co/LBhbVjoKGz
aleabitoreddit ↗