Gold vs Memory Stocks - Which one to choose? Why not choose both? My portfolio is like a barbell. On one side I have
$iShares Gold Trust(IAU)$ &
$iShares MSCI Global Gold Miners ETF(RING)$. This side is my hedge against geopolitical noise, inflation & liquidity shocks. It is steady, anti fragile & a store of value when markets wobble.
On the other side I have storage and Semiconductor stocks: $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ and $NVIDIA(NVDA)$.
This side has explosive power and is riding the AI super cycle. It is benefiting from DRAM and NAND price recovery and data center demand. It is leveraged to the future of compute, memory and intelligence.
This side says that I am surfing the wave of innovation and technology advances.
Together both sides form a beautiful balance.
Gold protects my present & calms my heart. Storage & Semiconductor stocks build my future & ignites my future.
@Tiger_SG @Tiger_comments @TigerStars @TigerClub @CaptainTiger
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