MU vs TSM· which do the legends prefer?
MU scores slightly higher (22 vs 16), but the gap is modest — each deserves its own research within its layer.
- David Tepper · Added+10
▲ AI accelerators depend on HBM; tight supply lifts both volume and price.
▼ Highly cyclical; memory pricing swings sharply.
- David Tepper · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
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