Micron’s
$Micron Technology(MU)$ increased investment in Singapore looks like a strong long-term move to me. Singapore offers stability, supply-chain security, and execution certainty, and memory is now essential AI infrastructure rather than a purely cyclical play. This level of capex signals confidence in sustained demand and improving pricing power.
Between Micron and SanDisk $SanDisk Corp.(SNDK)$ , I see stability versus momentum. SanDisk’s AI-driven re-rating has been explosive, but after a near-1,000% rally, expectations are stretched. Micron feels more balanced and diversified, making it a name I’d rather accumulate on pullbacks than chase momentum.
As for memory stocks versus gold, I’m staying selective. Gold $XAU/USD(XAUUSD.FOREX)$ is firmly in a new macro regime, but upside from here depends on liquidity and geopolitics. If forced to choose, I’d lean toward memory for long-term growth — with patience.
@Tiger_comments @TigerClub @TigerStars @Tiger_SG
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