I Am Buying The AI Boom Without The Bubble Risk : Long Micron, Short Nvidia
Both MU and NVDA are monetizing the same AI infrastructure capex cycle, but Micron's economics are improving due to HBM leverage and durable, contract ...
Read the original at Seeking Alpha ↗
- Topics
- Markets & Investment
- Mentions
- Nvidia
- Tracked via
- “AI Risks”