If I had to invest 100% of my portfolio in bStocks

I would choose MUB and NVDAB

I would not split it equally

Instead, i choose

60% to Micron Technology (MUB)

40% to NVIDIA (NVDAB)

Not because their last numbers or revenue was good

To be honest i don't believe in numbers so much

What i truly believe is, what the companies are building and whether their product will have demand in future as well or not

Numbers are just small part of the story

Fundamentals make more sense to me

That is why i choose these two

There is very clear reason, why I am choosing MUB

As we know AI models need to process more data and they need faster and higher bandwidth memory to run efficiently

And Micron is the company which is building that type of memory

We recently saw how much demand was there for HBM memory which resulted in very high shortage

Not because company was not manufacturing more memory chips, it was because of more AI demand

Even some large AI companies have already booked future supply from micron

That tells me, the demand can also increase in future as AI infrastructure grows

One more reason why I am giving MUB 60%

Micron will report its Q4 fiscal result on September 30

And they have already given outlook around $50 billion revenue with around 86% gross margin for Q4

If result and future guidance shows positive direction, that will show the demand is still there

If not stock can also show volatility or price drop

That is why September 30 is something I would definitely keep an eye on

The other 40% will go to NVDAB

I think nvidia also can't be ignored in AI race

Micron is on memory side while Nvidia is famous to give computing power and GPUs which are most important parts of AI infrastructure

Whether we talk about Ai, robotics, data centers, they all are using nvidia computing technology

Where ai models need fast HBM, they also need strong computing power

That is why Nvidia would be in my list

We all know nvidia has already shown a massive growth and if the companies keep spending on AI infrastructure

The demand for nvidia products can stay up

These are the reasons behind my choice

Why i choose bStocks is more important than what i choose

It is giving me access to 24x7 trading so I can trade even when US market remains closed

I can literally start with small amount even i can buy with $5 instead of buying a full share

rate my portfolio, and tell me if you have 100% to allocate for your september portfolio

What bStocks would you pick for this September

You can choose up to 3 bStocks

This is completely hypothetical, so always do your own research before investing

NFA