Rate Of Return$Sandisk(SNDK.US)$Micron Tech(MU.US)Want to look at it from a different perspective?
From the perspective of U.S. national interests, is it better for consumer goods company Apple to make money, or for Micron to make money?
Where does Apple spend the money it makes? On share buybacks, product R&D, etc., and also cash reserves.
Where does Micron spend the money it makes? On capital expenditures for factory construction in Idaho, Virginia, New York, on R&D, and on working capital.
Where is the future? In AGI, silicon-based life.
As for those who doubt the AI investment bubble, what were you doing back in April and May? Did you forget about it once the market improved?
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