---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39968674.md"
description: "$Micron Tech(MU.US) has discovered a problem. Invest in the sector, not the leader; buying the second or third player can make you a fortune. Look at AMD and Intel, their stocks have soared to the sky, while NVIDIA is still grinding. SanDisk and Western Digital are also countless times stronger than Micron."
datetime: "2026-04-16T13:37:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39968674.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39968674.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39968674.md)
author: "[英伟达的头号受害者](https://longbridge.com/en/profiles/19363249.md)"
---

# $Micron Tech(MU.US) has discovered a problem. Inve…


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## Comments (5)

- **oxyg3n · 2026-04-17T04:17:21.000Z**: NVIDIA and Intel are not on the same level as AMD. The amount of capital required for a 1% increase differs by an order of magnitude, so how can they be compared together?
  - **英伟达的头号受害者** (2026-04-17T05:35:20.000Z): So it's better to buy the second or third best.
- **2026赚够1000万 · 2026-04-16T14:12:20.000Z · 👍 3**: Your discovery might not be correct, but the one I found is definitely correct, which is that in the eyes of naive investors, stock prices can only go up, not down. They always curse when it falls and praise when it rises.
- **小哈同学 · 2026-04-16T13:42:23.000Z · 👍 2**: Actually not, it's better to buy those focused on a single track. For example, bet on HBM and it's SK Hynix, bet on NAND and it's SanDisk. Micron, which dabbles in everything, is actually not as good.
- **Akira-K · 2026-04-16T13:41:08.000Z · 👍 1**: Two years ago, one year ago, the prevailing sentiment wasn't like what you're saying. AMD, the ultimate money destroyer, the runner-up will never have its day—that was the mainstream view.