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.
Serenity: $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.
Author claims their early bullish call on Micron (comparing it to Nvidia's trajectory) is playing out, noting MU has reached $1.23T market cap. They cite AI breaking the memory cycle, government backing, and recommend Samsung/SK Hynix exposure. They also highlight gains in EWY (South Korea ETF) and the broader memory theme including SanDisk.
South Korea ETF recommended for memory sector exposure (Samsung/SK Hynix). External data shows strong performance: +7.09% today. News mentions 'stock market euphoric' and positive sentiment around Korea exposure. Author explicitly says 'Hope people had fun with $EWY longs too, those are up a lot', confirming the bullish call has worked. Confidence moderate because author provides minimal fundamental reasoning beyond memory theme exposure.
Mentioned only as a parallel example of 'Made in America' and White House backing, not as a standalone recommendation. External data shows INTC up +2.64% with news on BofA upgrade and 'AI-fueled chip rally', but author expresses no directional view on INTC itself—just uses it to illustrate government support narrative for MU.
Core thesis stock. Author's main call comparing MU to NVDA's trajectory. External data confirms strong rally: +10.84% today, reaching author's claimed $1.23T market cap. News highlights 'memory-chip shortage drives gains' and 'stronger memory cycle, AI demand'. However, one bearish article warns 'AI's Memory King Still Can't Escape The Cycle', suggesting cyclical risk remains. Earnings not until June 2026. Confidence moderate (not high) because the thesis is primarily extrapolation from NVDA's past performance and government backing narrative, with limited discussion of MU-specific fundamentals or catalysts beyond general AI memory demand.
Used only as a reference point / comparison benchmark for MU's potential trajectory. Author mentions NVDA's historical run from $400B to $4.5T+ but expresses no current directional view on NVDA itself. External data shows NVDA up +3.54% today at $5.14T market cap, with news on debt raise and strong sentiment, but author is not taking a position on NVDA's future.
行情 $212.45 ▲3.5382%
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Part of the broader memory theme author highlighted in January 2026. External data shows strong rally: +6.45% today. News confirms 'DRAM solid breakout', 'SpaceX IPO spotlights AI memory demand', and 'obliterates all-time highs'. Sentiment is very positive. Earnings in August 2026. However, author provides no SNDK-specific thesis beyond grouping it in 'memory theme', so confidence is moderate.
事件 Earnings (EPS est 33.5616) · 2026-08-12
关键要点
Author predicted MU would follow NVDA's path; MU now at $1.23T market cap (external data shows $1.23T)
Claimed AI demand has broken the cyclical nature of memory chips, similar to GPU trajectory
Positioned memory sector (MU, Samsung, SK Hynix, SNDK) as a major theme since early 2025
Highlighted government support ('Made in America' backing) as a tailwind for MU and INTC
Noted strong performance in EWY (South Korea ETF) benefiting from memory exposure
