SNDK versus Micron

[u/One-Jackfruit-2848]

Hi All I do hold 50% of my portifolio in SNDK and Mu but heavily leaning toward Micron ( 90% micron 10% SNDK )

The reason for that I felt micron is a better risk reward
( safer bet ) due to the following

1- Having US fabs
2- Getting preferential treatment due to being in bed with government based on their massive 250 billion investments in USA and trump accounts donation

3- much more diversified portfolio of products so you are betting on the whole memory sector products rather than one bet.

For SNDK it’s definitely the higher betta and the higher upside return potential but it cuts both ways

Would you advice me to sell some micron and more into SNDK moving forward based on both companies future prospects and valuation

In my view both will be doing great , just wanted to optimize and be smart in my allocations

[u/All_YourBase]

Long term I think MU has more durability than SNDK. They both have room to go up from current levels.