$Sandisk(SNDK.US)$Lumentum(LITE.US)
If you're investing in stocks, go for the leader. That's the principle everywhere.
Because the leader enjoys unlimited liquidity.
Western Digital and Micron are both good, but their strength is not even on the same level as SanDisk.
In the U.S. stock market, the strong usually stay strong. Chasing so-called "catch-up plays" is the mindset of a naive investor.
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