I think $NVIDIA(NVDA)$ RTX Spark is more than just another AI PC launch. For the first time, the Windows ecosystem has a real Arm-based challenger with tight CPU-GPU integration. If adoption scales, it could slowly erode Intel-AMD dominance and trigger a new upgrade cycle across the PC supply chain.

I’m most bullish on the memory layer. AI workloads on-device need much higher capacity and bandwidth, and that shift looks structural rather than cyclical. That’s why I still like $Micron Technology(MU)$ , SK Hynix, and Samsung. Even after the rally, I don’t think AI PC demand is fully priced in if 32GB–64GB becomes mainstream.

Between certainty and elasticity, I lean toward certainty. TSMC remains my highest-conviction pick because it wins regardless of chip design outcomes. Nvidia may lead today, but no matter who dominates, advanced chips still need to be manufactured, and TSMC stays at the center of that value chain.

@TigerStars @Tiger_comments @Tiger_SG @TigerClub

# Micron Breaks $100, DRAM Sells Off: Hold or Exit?

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  • quixzi
    ·06-03 19:02
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    MU at 32GB-64GB is the part I keep coming back to. If that baseline sticks, memory upside probably lasts longer than people think
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    • Shyon
      Let's see
      06-04 13:45
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  • mark2012
    ·06-03 20:43
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    who cares about PC Ai, its more market hype to distract that AI risk us to concentrated
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    • Shyon
      Thanks for sharing your insights
      06-04 01:03
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  • JoyceTobias
    ·06-03 19:02
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    TSMC is the cleanest part for me too. If 32GB laptops stick, MU probably surprises again
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    • Shyon
      Agree
      06-04 13:45
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  • 1PC
    ·06-03 23:34
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    • Shyon
      Thanks and appreciate that
      06-04 01:03
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  • Yuyun
    ·12:19
    Modular pc parts are still the best than one whole system. Difficult to upgrade or find individual parts. Spark probably good for laptops than desktops systems
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