Hey everyone,
Would like to hear your take on Memory stocks like Micron and Sandisk being cyclical then shouldn’t NVIDIA and AMD fall into the same category?
If one believes AI will slow down then both Micron and NVIDIA will be hit?
But for one that believes that AI here to stay and in my opinion will increase for years to come Micron and NVIDIA should be the play?
Would love to hear your takes!
I’m considering buying 70% Micron and 30% Sandisk next week.
I like Micron more as its more diversified in the Memory ecosystem.