$Micron Technology(MU)$ $SanDi

Markets in early 2026 are split between AI-driven growth trades (semiconductor/memory) and defensive hedges (gold) amid geopolitical risk and uneven global growth, with consensus seeing opportunities in both depending on risk tolerance and time horizon

Although the Micron Technology (MU) fab expansion in Singapore signals long-term bullishness for NAND demand, investors remain cautious about short-term capex intensity and cycle timing

MU is viewed as a diversified all-rounder core holding for AI infrastructure, whereas SanDisk Corp (SNDK) is a high-momentum stock favored for storage but sensitive to valuation and cycle shifts

Memory stocks offer high upside tied to AI and data-center growth despite cyclical risks, while gold provides lower growth but serves as a strong defensive hedge against macro uncertainty

Growth-oriented investors prefer memory stocks, while conservative ones lean toward gold; many strategists recommend owning both rather than chasing a single crowded trade。。。

@Tiger_SG：Chase Gold or Storage Stocks: Which Offers Better Value?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

jinxie
02-02 10:37
jinxie
Solid points on diversifying with MU and gold. Hedge risks while chasing growth! [强]

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":527466869085424,"tweetId":"527466869085424","gmtCreate":1769798275342,"gmtModify":1769998073801,"author":{"id":3575367471914930,"idStr":"3575367471914930","authorId":3575367471914930,"authorIdStr":"3575367471914930","name":"BTS","avatar":"https://static.tigerbbs.com/7c7ab7c634f3af64309445eed64a501e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":182,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/a24ff271bef6ab08c213b9c8e7a3d2b5"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/a24ff271bef6ab08c213b9c8e7a3d2b5"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$ </a>&nbsp;\nMarkets in early 2026 are split between AI-driven growth trades (semiconductor/memory) and defensive hedges (gold) amid geopolitical risk and uneven global growth, with consensus seeing opportunities in both depending on risk tolerance and time horizon\nAlthough the Micron Technology (MU) fab expansion in Singapore signals long-term bullishness for NAND demand, investors remain cautious about short-term capex intensity and cycle timing\nMU is viewed as a diversified all-rounder core holding for AI infrastructure, whereas SanDisk Corp (SNDK) is a high-momentum stock favored for storage but sensitive to valuation and cycle shifts\nMemory stocks offer high upside tied to AI and data-center growth despite cyclical risks, while gold provides lower growth but serves as a strong defensive hedge against macro uncertainty\nGrowth-oriented investors prefer memory stocks, while conservative ones lean toward gold; many strategists recommend owning both rather than chasing a single crowded trade。。。<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/a24ff271bef6ab08c213b9c8e7a3d2b5\"></t-t></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$ </a>&nbsp;\nMarkets in early 2026 are split between AI-driven growth trades (semiconductor/memory) and defensive hedges (gold) amid geopolitical risk and uneven global growth, with consensus seeing opportunities in both depending on risk tolerance and time horizon\nAlthough the Micron Technology (MU) fab expansion in Singapore signals long-term bullishness for NAND demand, investors remain cautious about short-term capex intensity and cycle timing\nMU is viewed as a diversified all-rounder core holding for AI infrastructure, whereas SanDisk Corp (SNDK) is a high-momentum stock favored for storage but sensitive to valuation and cycle shifts\nMemory stocks offer high upside tied to AI and data-center growth despite cyclical risks, while gold provides lower growth but serves as a strong defensive hedge against macro uncertainty\nGrowth-oriented investors prefer memory stocks, while conservative ones lean toward gold; many strategists recommend owning both rather than chasing a single crowded trade。。。<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/a24ff271bef6ab08c213b9c8e7a3d2b5\"></t-t></body></html>","text":"$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Markets in early 2026 are split between AI-driven growth trades (semiconductor/memory) and defensive hedges (gold) amid geopolitical risk and uneven global growth, with consensus seeing opportunities in both depending on risk tolerance and time horizon Although the Micron Technology (MU) fab expansion in Singapore signals long-term bullishness for NAND demand, investors remain cautious about short-term capex intensity and cycle timing MU is viewed as a diversified all-rounder core holding for AI infrastructure, whereas SanDisk Corp (SNDK) is a high-momentum stock favored for storage but sensitive to valuation and cycle shifts Memory stocks offer high upside tied to AI and data-center growth despite cyclical risks, while gold provides lower growth but serves as a strong defensive hedge against macro uncertainty Growth-oriented investors prefer memory stocks, while conservative ones lean toward gold; many strategists recommend owning both rather than chasing a single crowded trade。。。","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/527466869085424","repostId":526265173832504,"repostType":1,"repost":{"magic":2,"id":526265173832504,"tweetId":"526265173832504","gmtCreate":1769518091482,"gmtModify":1769599898506,"author":{"id":4106547232749330,"idStr":"4106547232749330","authorId":4106547232749330,"authorIdStr":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","vip":4,"userType":4,"introduction":"[Tiger Broker Singapore Official] ","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6087,"starInvestorFlag":false},"themes":[{"themeId":"5d31201397c041eaa74a31bb7e253985","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Chase Gold Stocks or Storage: Which Offers Better Value?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5d31201397c041eaa74a31bb7e253985}&rnconfig={\"headerBarHidden\": true}","description":"Right now, the hottest trades in the market are clearly gold and the storage sector. But the biggest problem is: we can’t catch up — prices have moved way too fast.\nMicron announced plans to invest an additional $24B in Singapore over the next decade, including a new NAND fab, to address AI-driven storage shortages.\nWould you invest in the “all-rounder” Micron, or the fast-rising new star SanDisk?\nIf you had to choose one: chasing memory stocks or chasing gold — which offers better value now?\nOr are you choosing to chase neither?","image":"https://community-static.tradeup.com/news/76cdd009847e48d8816ee648140f8310"}],"images":[{"img":"https://community-static.tradeup.com/news/31a6251b39ce765ed02186b9fad4cd36","width":"830","height":"537"},{"img":"https://community-static.tradeup.com/news/19074881b7951a12296f99ea61bf68f4","width":"1376","height":"768"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/31a6251b39ce765ed02186b9fad4cd36"}],"title":"Chase Gold or Storage Stocks: Which Offers Better Value?","extraTitle":"","html":"<html><head></head><body>Right now, the hottest trades in the market are clearly gold and the storage sector. But the biggest problem is: we can’t catch up — prices have moved way too fast!\nJust five months ago, <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"SanDisk Corp.\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> was widely seen as a legacy flash maker held back by aging products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&amp;P 500 stocks and a core AI trade.\n<h2 id=\"id_600670624\">But it’s not just retail investors who missed it, even smart money got it wrong.</h2>\nThe key behind-the-scenes force pushing SanDisk’s spin-off was the famous activist hedge fund Elliott Management — yet it missed most of the upside. SanDisk was spun off from Western Digital last February, largely due to Elliott’s long-term pressure.\nElliott believed the combined Western Digital + SanDisk structure created undervaluation, and that a split would unlock value. At the time, Elliott’s highest valuation expectation for SanDisk was around $20 billion, but today SanDisk’s market cap is roughly $65 billion.\nRegulatory filings show Elliott held 750,000 shares of SanDisk after the spin, with a cost basis of $49.71. However, the fund fully exited before the end of September. While Elliott may have captured a rebound in September, if it had held until today, the position value would have surged from about $84 million to roughly $340 million.\nEven the sharpest players on Wall Street failed to foresee this AI-driven explosion in memory-chip pricing.\n\n<img src=\"https://community-static.tradeup.com/news/31a6251b39ce765ed02186b9fad4cd36\" tg-width=\"830\" tg-height=\"537\">\n<h2 id=\"id_1391823285\">Gold Extends Record Rally — Traders Start Betting on $6,000</h2>\nAt the same time, the global commodities market has reached a historic milestone: both <a data-mention-id=\"XAUUSD.FOREX\" class=\"teditor-mention\" data-mention-name=\"XAU/USD\" href=\"https://ttm.financial/S/XAUUSD.FOREX\">$XAU/USD(XAUUSD.FOREX)$</a> and <a data-mention-id=\"GCmain\" class=\"teditor-mention\" data-mention-name=\"Gold - main 2602\" href=\"https://ttm.financial/FUT/GCmain\">$Gold - main 2602(GCmain)$</a> have broken above the key level of $5,000 per ounce, hitting the highest prices in financial history.\nAfter this long-standing “price ceiling” was shattered, the options market didn’t see massive profit-taking.\nInstead, even more aggressive buying rushed in. Traders are piling into long-dated call options with strike prices between $5,500 and $6,000, signaling a strong market consensus that gold’s bull run may be entering its “second half.”\n<h2 id=\"id_1669718825\">Micron: $24 Billion More Investment in Singapore Over 10 Years! A New NAND Fab Is Coming</h2>\n<a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>announced it will invest an additional $24 billion in Singapore over the next decade, launching the construction of a brand-new NAND flash wafer fabrication plant.\nThis new facility will become Singapore’s first “two-story fab,” featuring roughly 700,000 square feet of cleanroom space. It is expected to begin production in H2 2028, and create around 1,600 jobs.\nAs AI infrastructure accelerates, demand for memory — NAND / DRAM / HBM — continues to rise. Across the industry, supply is becoming increasingly tight, even showing signs of shortage. As a key Micron base, Singapore is positioned to be a major expansion hub for the company.\n<img src=\"https://community-static.tradeup.com/news/19074881b7951a12296f99ea61bf68f4\" tg-width=\"1376\" tg-height=\"768\">\n<h2 id=\"id_3530185157\">Your Turn 💬</h2>\n<ol start=\"1\" style=\"\">\n <li>\n What’s your take on Micron building new fabs in Singapore?</li>\n <li>\n Would you invest in the “all-rounder” Micron, or the fast-rising new star SanDisk?</li>\n <li>\n If you had to choose one: chasing memory stocks or chasing gold — which offers better value now?</li>\n <li>\n Or are you choosing to chase neither?</li>\n</ol>\n<blockquote>\n Leave your comments to win tiger coins~\n</blockquote>\n<hr>\nFor SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.\nFind out more here.\n<blockquote>\n Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.\n <a href=\"https://ttm.financial/link?target=https%3A%2F%2Fsg.tigermarketw.com%2Factivity2%2Fmarket%2F2025%2Fcontra-invitation%3Flang%3Den_US%26useAnimation%3Dtrue\" title=\"Click to access the activity\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Click to access the activity</a>\n</blockquote>\nOther helpful links:\n<ul style=\"\">\n <li>\n <a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></li>\n <li>\n <a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Other FAQs on CBA.</a> <a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Cash Boost Account Website.</a></li>\n</ul></body></html>","htmlText":"<html><head></head><body>Right now, the hottest trades in the market are clearly gold and the storage sector. But the biggest problem is: we can’t catch up — prices have moved way too fast!\nJust five months ago, <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"SanDisk Corp.\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> was widely seen as a legacy flash maker held back by aging products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&amp;P 500 stocks and a core AI trade.\n<h2 id=\"id_600670624\">But it’s not just retail investors who missed it, even smart money got it wrong.</h2>\nThe key behind-the-scenes force pushing SanDisk’s spin-off was the famous activist hedge fund Elliott Management — yet it missed most of the upside. SanDisk was spun off from Western Digital last February, largely due to Elliott’s long-term pressure.\nElliott believed the combined Western Digital + SanDisk structure created undervaluation, and that a split would unlock value. At the time, Elliott’s highest valuation expectation for SanDisk was around $20 billion, but today SanDisk’s market cap is roughly $65 billion.\nRegulatory filings show Elliott held 750,000 shares of SanDisk after the spin, with a cost basis of $49.71. However, the fund fully exited before the end of September. While Elliott may have captured a rebound in September, if it had held until today, the position value would have surged from about $84 million to roughly $340 million.\nEven the sharpest players on Wall Street failed to foresee this AI-driven explosion in memory-chip pricing.\n\n<img src=\"https://community-static.tradeup.com/news/31a6251b39ce765ed02186b9fad4cd36\" tg-width=\"830\" tg-height=\"537\">\n<h2 id=\"id_1391823285\">Gold Extends Record Rally — Traders Start Betting on $6,000</h2>\nAt the same time, the global commodities market has reached a historic milestone: both <a data-mention-id=\"XAUUSD.FOREX\" class=\"teditor-mention\" data-mention-name=\"XAU/USD\" href=\"https://ttm.financial/S/XAUUSD.FOREX\">$XAU/USD(XAUUSD.FOREX)$</a> and <a data-mention-id=\"GCmain\" class=\"teditor-mention\" data-mention-name=\"Gold - main 2602\" href=\"https://ttm.financial/FUT/GCmain\">$Gold - main 2602(GCmain)$</a> have broken above the key level of $5,000 per ounce, hitting the highest prices in financial history.\nAfter this long-standing “price ceiling” was shattered, the options market didn’t see massive profit-taking.\nInstead, even more aggressive buying rushed in. Traders are piling into long-dated call options with strike prices between $5,500 and $6,000, signaling a strong market consensus that gold’s bull run may be entering its “second half.”\n<h2 id=\"id_1669718825\">Micron: $24 Billion More Investment in Singapore Over 10 Years! A New NAND Fab Is Coming</h2>\n<a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>announced it will invest an additional $24 billion in Singapore over the next decade, launching the construction of a brand-new NAND flash wafer fabrication plant.\nThis new facility will become Singapore’s first “two-story fab,” featuring roughly 700,000 square feet of cleanroom space. It is expected to begin production in H2 2028, and create around 1,600 jobs.\nAs AI infrastructure accelerates, demand for memory — NAND / DRAM / HBM — continues to rise. Across the industry, supply is becoming increasingly tight, even showing signs of shortage. As a key Micron base, Singapore is positioned to be a major expansion hub for the company.\n<img src=\"https://community-static.tradeup.com/news/19074881b7951a12296f99ea61bf68f4\" tg-width=\"1376\" tg-height=\"768\">\n<h2 id=\"id_3530185157\">Your Turn 💬</h2>\n<ol start=\"1\" style=\"\">\n <li>\n What’s your take on Micron building new fabs in Singapore?</li>\n <li>\n Would you invest in the “all-rounder” Micron, or the fast-rising new star SanDisk?</li>\n <li>\n If you had to choose one: chasing memory stocks or chasing gold — which offers better value now?</li>\n <li>\n Or are you choosing to chase neither?</li>\n</ol>\n<blockquote>\n Leave your comments to win tiger coins~\n</blockquote>\n<hr>\nFor SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.\nFind out more here.\n<blockquote>\n Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.\n <a href=\"https://ttm.financial/link?target=https%3A%2F%2Fsg.tigermarketw.com%2Factivity2%2Fmarket%2F2025%2Fcontra-invitation%3Flang%3Den_US%26useAnimation%3Dtrue\" title=\"Click to access the activity\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Click to access the activity</a>\n</blockquote>\nOther helpful links:\n<ul style=\"\">\n <li>\n <a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></li>\n <li>\n <a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Other FAQs on CBA.</a> <a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Cash Boost Account Website.</a></li>\n</ul></body></html>","text":"Right now, the hottest trades in the market are clearly gold and the storage sector. But the biggest problem is: we can’t catch up — prices have moved way too fast! Just five months ago, $SanDisk Corp.(SNDK)$ was widely seen as a legacy flash maker held back by aging products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&P 500 stocks and a core AI trade. But it’s not just retail investors who missed it, even smart money got it wrong. The key behind-the-scenes force pushing SanDisk’s spin-off was the famous activist hedge fund Elliott Management — yet it missed most of the upside. SanDisk was spun off from Western Digital last February, largely due to Elliott’s long-term pressure. Elliott believed the combined Western Digital + SanDisk structure created undervaluation, and that a split would unlock value. At the time, Elliott’s highest valuation expectation for SanDisk was around $20 billion, but today SanDisk’s market cap is roughly $65 billion. Regulatory filings show Elliott held 750,000 shares of SanDisk after the spin, with a cost basis of $49.71. However, the fund fully exited before the end of September. While Elliott may have captured a rebound in September, if it had held until today, the position value would have surged from about $84 million to roughly $340 million. Even the sharpest players on Wall Street failed to foresee this AI-driven explosion in memory-chip pricing. Gold Extends Record Rally — Traders Start Betting on $6,000 At the same time, the global commodities market has reached a historic milestone: both $XAU/USD(XAUUSD.FOREX)$ and $Gold - main 2602(GCmain)$ have broken above the key level of $5,000 per ounce, hitting the highest prices in financial history. After this long-standing “price ceiling” was shattered, the options market didn’t see massive profit-taking. Instead, even more aggressive buying rushed in. Traders are piling into long-dated call options with strike prices between $5,500 and $6,000, signaling a strong market consensus that gold’s bull run may be entering its “second half.” Micron: $24 Billion More Investment in Singapore Over 10 Years! A New NAND Fab Is Coming $Micron Technology(MU)$announced it will invest an additional $24 billion in Singapore over the next decade, launching the construction of a brand-new NAND flash wafer fabrication plant. This new facility will become Singapore’s first “two-story fab,” featuring roughly 700,000 square feet of cleanroom space. It is expected to begin production in H2 2028, and create around 1,600 jobs. As AI infrastructure accelerates, demand for memory — NAND / DRAM / HBM — continues to rise. Across the industry, supply is becoming increasingly tight, even showing signs of shortage. As a key Micron base, Singapore is positioned to be a major expansion hub for the company. Your Turn 💬 What’s your take on Micron building new fabs in Singapore? Would you invest in the “all-rounder” Micron, or the fast-rising new star SanDisk? If you had to choose one: chasing memory stocks or chasing gold — which offers better value now? Or are you choosing to chase neither? Leave your comments to win tiger coins~ For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP. Click to access the activity Other helpful links: 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","highlighted":2,"essential":2,"paper":2,"link":"https://ttm.financial/post/526265173832504","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["XAUUSD.FOREX","SNDK","MU","GCmain"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":526265173832504,"totalAmount":500,"balance":500,"end":false,"deadline":1770598091482,"remainingNumber":100},"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3167,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":555,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SNDK","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":897,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":528293032408552,"commentId":"528293032408552","gmtCreate":1769999854202,"gmtModify":1770109366335,"authorId":3479274790156223,"author":{"id":3479274790156223,"idStr":"3479274790156223","authorId":3479274790156223,"name":"jinxie","avatar":"https://static.tigerbbs.com/a2d9acb0d80becf75c62d31ded80527d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":527466869085424,"objectIdStr":"527466869085424","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Solid points on diversifying with MU and gold. Hedge risks while chasing growth! [强]","text":"Solid points on diversifying with MU and gold. Hedge risks while chasing growth! [强]","html":"Solid points on diversifying with MU and gold. Hedge risks while chasing growth! [强]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/527466869085424"}