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If you could only pick one, would you buy SNDK or MU?
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The author asks whether to invest in Micron (MU) or SanDisk (SNDK) for the next 1-2 years, focusing on AI exposure and risk/reward.
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If you had to pick just ONE stock to hold for the next 1–2 years, which would you choose: Micron (MU) or SanDisk (SNDK)?
Assume you can only buy one and hold it the entire time.
Which has the better risk/reward from here?
Which has the greater upside potential?
Which company do you think is better positioned to benefit from the AI boom?
If you had $500k to invest, would your answer change? Why or why not?
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