Serenity: Thuyết pháp về "NVIDIA tiếp theo" của Micron đang thu hút sự quan tâm

The Huoxing Finance report states that on June 16, "White Hair God of Stocks" Serenity posted on a social platform, saying that her earlier view that Micron Technology ($MU) "could be the next NVIDIA" is now being validated, noting that the company's market capitalization has risen to approximately $1.23 trillion. The account recalled that it began monitoring leading memory chip companies such as Samsung Electronics and SK hynix starting in 2025, and further increased allocations to the memory chip theme in January this year, including positions in related assets such as SanDisk ($SNDK). Serenity stated that her overall thesis centered on "memory" has performed well, and the upward logic behind Micron and the memory cycle is gradually being confirmed. She also mentioned that the long position in the iShares MSCI South Korea ETF ($EWY) has recorded significant gains.