Michael Sikand(@michaelsikand):My opinion is that stocks like $LITE, $NBIS, $BE, and $CRDO will heavily outperform memory names like $SNDK and $MU from here. AI is so heavily doubted as is so why take on the second risk that memory is still cyclical? Networking, power, and compute are genuinley undeniable.

Michael Sikand

@michaelsikand

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Michael Sikand@michaelsikand

2026.10.27 17:56

My opinion is that stocks like $LITE, $NBIS, $BE, and $CRDO will heavily outperform memory names like $SNDK and $MU from here. AI is so heavily doubted as is so why take on the second risk that memory is still cyclical? Networking, power, and compute are genuinley undeniable.

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