Semis vs Memory stocks, can anyone point out the difference to me?
u/Rockin_Gunungigagap ·
Reddit — r/stocks
· June 21, 2026 at 19:57
· ⬆ 27 pts
· 💬 36 comments
| View on Reddit ↗
No analysis available.
Score27
Comments36
Upvote %89%
▶ Full Post Text
Both of these classes of stocks have rocketed in the past five years due to AI. I wasn't invested in semis at the time of the semi (NVDA and AMD) explosion. Can anyone talk about the parallels and differences between them?
I think specifically I'm interested in the narrative that MU and SNDK shouldn't break out of their cyclical nature. I'm a little confused here; wasn't NVDA considered a commodity, and therefore cyclical, six years ago? I guess im looking for commentary on this why people are having so much trouble accepting memory as breaking out of its cyclical pattern like NVDA. Cheers.