I’m currently most bullish on

I’m currently most bullish on Stage 2 — memory, especially $Micron Technology(MU)$ . HBM has become a critical bottleneck for AI, and supply still looks very tight due to EUV restrictions and advanced packaging limitations. I think the market still underestimates how important memory is compared to GPUs, which is why MU still has room to run.

I also believe optical networking could be the next rotation. As AI workloads explode, bandwidth demand will surge, making companies like $COHERENT(COHR )$ and $POET Technologies Inc(POET)$ increasingly interesting. AI is no longer just about chips — it’s about the entire infrastructure stack.

For power, I think the trend is inevitable but slightly later-stage for me. Companies like $Vistra Energy Corp.(VST )$ and $Constellation Energy Corp(CEG)$ could benefit massively once AI-driven electricity demand becomes undeniable.

@Tiger_SG @TigerStars @Tiger_comments @TigerClub

AMD Keeps Surging: Will It Replicate Micron's Explosive Breakout?

AMD rallied 4.55% today as markets position it as the next AI infrastructure breakout trade following Micron, with Samsung's HBM4E sample delivery and AI developer ecosystem expansion fueling the narrative. Ramp velocity of the MI-series accelerators at hyperscaler clients remains the critical validation point. Unlike Micron's HBM scarcity thesis, AMD must still prove its AI compute market share gains with hard data. In this AI infrastructure rotation, will AMD deliver its own 'Micron moment'?

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

icycrystal
05-28
icycrystal
thanks for sharing
- Shyon:
  My pleasure eh

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":568421241903752,"tweetId":"568421241903752","gmtCreate":1779813792929,"gmtModify":1779860567969,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"authorIdStr":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"userType":2,"introduction":"🎓 Mechanical Engineer\n📦 SCM Certification\n📊 Technical Analysis\n🌏 Investor 🇺🇸🇸🇬🇲🇾🇭🇰 Tesla","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"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":"2026.06.02","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[],"fanSize":4504,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1207,"starInvestorOrderShareNum":115,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":164.83,"showRor":true,"investmentPhilosophy":"Technical trade lover! ","winRationPercentage":68.115942,"tradeVolumeEst":0},"themes":[{"themeId":"c03d964bec3e4a81b8ca14956b31b851","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"AMD Keeps Surging: Will It Replicate Micron's Explosive Breakout?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c03d964bec3e4a81b8ca14956b31b851}&rnconfig={\"headerBarHidden\": true}","description":"AMD rallied 4.55% today as markets position it as the next AI infrastructure breakout trade following Micron, with Samsung's HBM4E sample delivery and AI developer ecosystem expansion fueling the narrative. Ramp velocity of the MI-series accelerators at hyperscaler clients remains the critical validation point. Unlike Micron's HBM scarcity thesis, AMD must still prove its AI compute market share gains with hard data. In this AI infrastructure rotation, will AMD deliver its own 'Micron moment'?","image":"https://community-static.tradeup.com/news/a4f32bd7d776c272858683e57db0ca8e"}],"images":[{"img":"https://community-static.tradeup.com/news/be8f9eb696bdb4f5b3bbd5206cb520b1"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/be8f9eb696bdb4f5b3bbd5206cb520b1"}],"title":"","html":"<html><head></head><body>I’m currently most bullish on Stage 2 — memory, especially <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>. HBM has become a critical bottleneck for AI, and supply still looks very tight due to EUV restrictions and advanced packaging limitations. I think the market still underestimates how important memory is compared to GPUs, which is why MU still has room to run.\n\nI also believe optical networking could be the next rotation. As AI workloads explode, bandwidth demand will surge, making companies like<a href=\"https://ttm.financial/S/COHR\"> $COHERENT(</a><a href=\"https://ttm.financial/S/COHR\">COHR</a><a href=\"https://ttm.financial/S/COHR\">)$ </a>and <a href=\"https://ttm.financial/S/POET\"> $POET Technologies Inc(POET)$ </a> increasingly interesting. AI is no longer just about chips — it’s about the entire infrastructure stack.\nFor power, I think the trend is inevitable but slightly later-stage for me. Companies like <a href=\"https://ttm.financial/S/VST\"> $</a><a href=\"https://ttm.financial/S/VST\">Vistra</a><a href=\"https://ttm.financial/S/VST\"> Energy Corp.(</a><a href=\"https://ttm.financial/S/VST\">VST</a><a href=\"https://ttm.financial/S/VST\">)$ </a> and <a href=\"https://ttm.financial/S/CEG\"> $Constellation Energy Corp(CEG)$ </a>could benefit massively once AI-driven electricity demand becomes undeniable.\n<a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/be8f9eb696bdb4f5b3bbd5206cb520b1\"></t-t></body></html>","htmlText":"<html><head></head><body>I’m currently most bullish on Stage 2 — memory, especially <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>. HBM has become a critical bottleneck for AI, and supply still looks very tight due to EUV restrictions and advanced packaging limitations. I think the market still underestimates how important memory is compared to GPUs, which is why MU still has room to run.\n\nI also believe optical networking could be the next rotation. As AI workloads explode, bandwidth demand will surge, making companies like<a href=\"https://ttm.financial/S/COHR\"> $COHERENT(</a><a href=\"https://ttm.financial/S/COHR\">COHR</a><a href=\"https://ttm.financial/S/COHR\">)$ </a>and <a href=\"https://ttm.financial/S/POET\"> $POET Technologies Inc(POET)$ </a> increasingly interesting. AI is no longer just about chips — it’s about the entire infrastructure stack.\nFor power, I think the trend is inevitable but slightly later-stage for me. Companies like <a href=\"https://ttm.financial/S/VST\"> $</a><a href=\"https://ttm.financial/S/VST\">Vistra</a><a href=\"https://ttm.financial/S/VST\"> Energy Corp.(</a><a href=\"https://ttm.financial/S/VST\">VST</a><a href=\"https://ttm.financial/S/VST\">)$ </a> and <a href=\"https://ttm.financial/S/CEG\"> $Constellation Energy Corp(CEG)$ </a>could benefit massively once AI-driven electricity demand becomes undeniable.\n<a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/be8f9eb696bdb4f5b3bbd5206cb520b1\"></t-t></body></html>","text":"I’m currently most bullish on Stage 2 — memory, especially $Micron Technology(MU)$ . HBM has become a critical bottleneck for AI, and supply still looks very tight due to EUV restrictions and advanced packaging limitations. I think the market still underestimates how important memory is compared to GPUs, which is why MU still has room to run. I also believe optical networking could be the next rotation. As AI workloads explode, bandwidth demand will surge, making companies like $COHERENT(COHR)$ and $POET Technologies Inc(POET)$ increasingly interesting. AI is no longer just about chips — it’s about the entire infrastructure stack. For power, I think the trend is inevitable but slightly later-stage for me. Companies like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could benefit massively once AI-driven electricity demand becomes undeniable. @Tiger_SG @TigerStars @Tiger_comments @TigerClub","highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":2,"repostSize":6,"favoriteSize":0,"link":"https://ttm.financial/post/568421241903752","repostId":0,"isVote":1,"tweetType":1,"viewCount":1749,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["POET","COHR","CEG","VST","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":787,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":568896140092152,"commentId":"568896140092152","gmtCreate":1779900500209,"gmtModify":1779900683354,"authorId":4132300740238052,"author":{"id":4132300740238052,"idStr":"4132300740238052","authorId":4132300740238052,"name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":568421241903752,"objectIdStr":"568421241903752","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing","likeSize":2,"commentSize":1,"subComments":[{"id":568894472294960,"commentId":"568894472294960","gmtCreate":1779901307802,"gmtModify":1779901584883,"authorId":3581734406950755,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"crmLevel":12,"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,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.02","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectEnabled":0,"wearingSort":0,"validityTo":"2026.07.02","validityToTimestamp":1782979223553}],"wearingBadges":[]},"repliedAuthorId":0,"objectId":568421241903752,"objectIdStr":"568421241903752","type":1,"supId":568896140092152,"supIdStr":"568896140092152","prevId":0,"prevIdStr":"0","content":"My pleasure eh","text":"My pleasure eh","html":"My pleasure eh","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/568421241903752"}