Today, let’s talk about three U.S. stock picks I’ve been watching closely—Micron, SanDisk, and SPCX.
Micron (MU): the “water seller” behind AI storage
Micron just turned in its latest earnings report, and the only word for it is “explosive.”
Revenue in the third fiscal quarter was $41.4 billion, with a gross margin of 84.6%, a company record high.
Even more aggressive is the guidance for next quarter: revenue is expected to be around $50 billion, with gross margin heading straight to 86%. What does that mean? Nvidia’s latest quarterly gross margin was 75%, Meta was about 82%—and Micron is simply leaving them behind.
Why is it so strong? Demand for high-bandwidth memory (HBM) used in AI servers far outstrips supply. Last month, Intel’s CEO warned that the memory shortage could get worse next year. Micron’s pricing power is unlikely to be challenged in the near term.
SanDisk (SNDK): the “hidden champion” in data-center storage
If Micron is benefiting from the HBM wave, then SanDisk is riding the surge in solid-state drives for data centers.
One key development: SanDisk was added to the S&P 100 index. Expectations of passive-fund buying, combined with fundamental support, sent the stock up as much as 11% in a single day last Friday.
SPCX (SpaceX): from a “rocket company” to “space AI computing power”
Of these three, SPCX is the most controversial.
The controversy comes from valuation—its price-to-sales ratio is as high as 66x. But behind the debate is the market’s reassessment: SpaceX is not just a rocket company; it’s a space infrastructure + AI computing power company.
Summary
Three picks, three sets of logic:
Micron—fuel for AI computing. Gross margin hits an all-time high, and near-term momentum is strongest.
SanDisk—the hidden champion in data-center storage. Index inclusion brings potential passive-fund support.
SPCX—from rockets to space AI infrastructure. Starship test flights are a near-term catalyst.
But my personal timing hasn’t changed—I won’t chase at this level. After Bitcoin hit 85,000, traders may need a short-term pullback; the U.S. market is also facing selling pressure from profit-taking. Once the pullback confirms, it’ll be more comfortable to buy than chasing the highs.
$MUB $SPCXB
$SNDKB
#美股 #AI基建
Micron (MU): the “water seller” behind AI storage
Micron just turned in its latest earnings report, and the only word for it is “explosive.”
Revenue in the third fiscal quarter was $41.4 billion, with a gross margin of 84.6%, a company record high.
Even more aggressive is the guidance for next quarter: revenue is expected to be around $50 billion, with gross margin heading straight to 86%. What does that mean? Nvidia’s latest quarterly gross margin was 75%, Meta was about 82%—and Micron is simply leaving them behind.
Why is it so strong? Demand for high-bandwidth memory (HBM) used in AI servers far outstrips supply. Last month, Intel’s CEO warned that the memory shortage could get worse next year. Micron’s pricing power is unlikely to be challenged in the near term.
SanDisk (SNDK): the “hidden champion” in data-center storage
If Micron is benefiting from the HBM wave, then SanDisk is riding the surge in solid-state drives for data centers.
One key development: SanDisk was added to the S&P 100 index. Expectations of passive-fund buying, combined with fundamental support, sent the stock up as much as 11% in a single day last Friday.
SPCX (SpaceX): from a “rocket company” to “space AI computing power”
Of these three, SPCX is the most controversial.
The controversy comes from valuation—its price-to-sales ratio is as high as 66x. But behind the debate is the market’s reassessment: SpaceX is not just a rocket company; it’s a space infrastructure + AI computing power company.
Summary
Three picks, three sets of logic:
Micron—fuel for AI computing. Gross margin hits an all-time high, and near-term momentum is strongest.
SanDisk—the hidden champion in data-center storage. Index inclusion brings potential passive-fund support.
SPCX—from rockets to space AI infrastructure. Starship test flights are a near-term catalyst.
But my personal timing hasn’t changed—I won’t chase at this level. After Bitcoin hit 85,000, traders may need a short-term pullback; the U.S. market is also facing selling pressure from profit-taking. Once the pullback confirms, it’ll be more comfortable to buy than chasing the highs.
$MUB $SPCXB
$SNDKB
#美股 #AI基建
