I’m looking to open a new position in the semiconductor space and I’m stuck between Micron (MU) and Broadcom (AVGO).
Both have been absolute monsters lately, but they feel like two completely different animals:
The Case for Micron: It feels like the high-octane way to play the AI supercycle. If you believe the world is going to have an insatiable thirst for memory (HBM) for the next few years, MU seems like the obvious choice for explosive growth, even if it comes with that "cyclical" roller coaster.
The Case for Broadcom: This feels more like the "Sleep Well At Night." They’ve got their hands in everything—networking, custom AI chips, and massive enterprise software. It’s less of a pure gamble on one sector and more of a bet on the entire infrastructure of the future.
If you had to pick one to hold through 2027, where is your money going and why?