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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.