[Shy]  [Shy]  [Surprised]  

Gold can be used in nand/dram packages and very often the products utilising the nand/dram (note that dram/nand do not function on its own until it is packaged into a end product (think enterprise ssd and the Blackwell products from nvidia).  So why chase after gold when I can chase after nand/dram producer whose end product also uses gold! Double delight, double the pump! #MU #SNDK

Definitely storage, since there are huge demands there from AI industry, especially after $英伟达(NVDA)$ released rubin, the HBM and SSD are becoming more important, since more context data needs to keep in SSD to make AI smart; While Gold is more related to people's emotions and political factors, which can't be lasting

For sure go towards micron rather than SanDisk. Look at their forward PE for both and compare

I like both Gold and storage. 

Storage.. new frontier

Believe gold is safer investment than memory stocks.

Current Market Trends and Outlook Analysis 1. Micron (MU) AI-Driven Demand and Market Position Micron is a leader in innovative memory and storage solutions, providing high-performance DRAM, NAND, and NOR products. The company is uniquely positioned to capitalize on the AI opportunity, as AI-driven demand is accelerating and outpacing industry supply, leading to significant improvements in pricing and margins. Micron's innovations fuel the data economy, enabling advances in AI and compute-intensive applications from data centers to intelligent edge and across client and mobile user experiences. Product Portfolio for AI DRAM: Micron is shifting more DRAM production to High Bandwidth Memory (HBM) and high-capacity modules for data center and hyperscale cloud markets, driven by AI. The compan

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 accumul

Micron's $24 billion investment, announced on January 27, 2026, represents its largest-ever commitment to Singapore and a major strategic pivot toward AI-grade storage.  1. What This Means for Micron AI Infrastructure Dominance: By building a new NAND fab, Micron is shifting its focus from consumer storage (USB/PC) to the high-performance Solid State Drives (SSDs) required by AI data centers to process massive datasets. Manufacturing Hub Consolidation: Singapore already produces 98% of Micron’s flash memory. This 10-year expansion strengthens that central hub, making Micron less reliant on fragmented global supply chains. Future-Proofing Capacity: With wafer production starting in 2H 2028, Micron is timing its capacity to hit just as the current "AI memory S-curve" reaches full scale,

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 be

I never found it realistic when people said there were profit taking happening and whether the gold rally was ending. How could it end, when the fundamental reason for the rally, the us president, is still out and about. Just recently, the slapping of 25% tariff on South Korea and the president's comment that usd has not fallen too much, has added more pressure on the greenback, causing it to slide to 4 year lows. These all add to gold's glitter, with us dollar no longer a safe asset to hold.

1 micron’s new fabs in Singapore is to increase capacity & profits $Micron Technology(MU)$ 2. Micron is a stronger player in the memory manufacturing market 3. Chasing gold is less at risk of oversupply in the memory market 4. Both gold and memory are quality investments

To choose between chasing memory stock or gold, I will choose the memory stock as it has better improvement for me, but these two kinds of stock prices are going to the peak and risky. I prefer to wait for a pullback or eyes on material companies.

Based on fundamentals and track records, definitely $Micron Technology(MU)$ for a longer term and more sustainable investment.

chase storage but can bet a little on gold. in any case wait for the pullback to buy.

Okok it is working up fast