$MU · The Compound · 2026-10-28
说话者并不持有 Micron，但如果必须在买入和卖出之间做选择，他会选择买入。
逐段跳播
仅仅两家公司，Nvidia 和 Micron，就占了标普500指数30%涨幅中的34%。我从没想过 Micron 会是第二支箭。你觉得大家都会说 Nvidia 是第一，Micron 是第二吗？
天哪，真是难以置信。过去两年人们夸这家公司时并没有夸大其词，说它将成为市场革命性利润的主要驱动力。这可不是人们之前谈论的话题。
just two companies, Nvidia and Micron, accounted for 34% of the S& P 500's 30% growth. I never would have expected Micron to be the second arrow. Do you think everyone will say Nvidia is first, and Micron is second?
Oh, my God. It's hard to believe. It is not as if people have been exaggerating in praising this company over the past two years, saying that it will be the main driver of revolutionary profits in the market . This was not a topic people were talking about.
事实上，Micron 才是第一。你在开玩笑吗？就股东占比而言，太惊人了。
In fact, Micron is the first. Are you kidding? Amazing, in terms of the percentage of shareholders.
DRAM 股票？我不持有。但如果非要我买或卖，我会买。
DRAM stock? Well, I don't own it. But, if I had to buy or sell, I'd buy.