Source Post

Why Buy Micron Instead of Nvidia After Missing the Rally $MU

The creator prefers Micron over Nvidia and AMD due to Micron's similar growth trajectory, significantly cheaper valuation (price-earnings ratio and revenue growth), and current attractiveness. While acknowledging Nvidia's unprecedented growth and current decent pricing, the creator finds Micron to be a more compelling investment at this time.

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Tickers discussed in this post

AMDNeutralLow ConvictionResearch Only

AMD's fundamentals, including revenue growth, profitability, and P/E ratio, do not appear as attractive as Nvidia's.

MUBullishHigh ConvictionSignal-backedPrimary

Micron is growing similarly to Nvidia, is significantly cheaper on a P/E and revenue growth basis, making it the preferred investment.

NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia has achieved unprecedented growth and is now decently priced and tempting to buy, but the creator prefers Micron.

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Tracked calls opened from this post

MU
buy opened Jul 16, 2026
+7.94%