Buy MU by Aug 13, 2026.

I’ve been holding $20k in SMH for a while and it’s been a great run, but sitting at these all-time highs has me thinking about concentrating. With Nvidia earnings coming up on Wednesday, I’m tempted to sell the ETF and just move into a single name. I’m mostly looking at MU because the HBM demand, memory supply shortage and price target hikes lately are insane, or just going heavy on NVDA itself. The diversification in SMH feels like a bit …