Micron is preferred to Nvidia over the next twelve months: it is among the cheapest memory stocks, still priced as a commodity, and has proven it can sustain high margins through consistent quarterly growth; high margins can persist even if spot prices fall. Earnings were impressive despite debate over long-term deals.

investors could, for example, allocate their investments to companies such as Micron, Sandisk, or Western Digital;

We already held shares in companies such as Samsung, SK Hynix, and Micron in the CHAT fund, our flagship exchange-traded fund specializing in generative artificial intelligence.

When Micron announced its earnings, which were also impressive, there was debate about whether these long-term customer agreements were genuine.

Even today, if you look for some of the cheapest stocks on the market, you will find stocks of memory companies, especially Micron, strongly topping the list, because they are still priced as if they were a commodity.

It must show consistent quarterly growth to ensure that profit margins remain high, which Micron has already proven. Profit margins can remain high even with falling spot market prices.

Question 1: Micron or Nvidia in the next twelve months ? I will choose Micron.