Ross Gerber on Monday urged people to "pay attention" on Nvidia Corp. (NASDAQ:NVDA) and Micron Technology Inc. (NASDAQ:MU). He said this while sharing comments from Nvidia CEO Jensen Huang and Dell Technologies Inc. (NYSE:DELL) CEO Michael Dell.
AI Seen As Shift, Not A Cycle
Something went wrong.
Taking to X, Gerber wrote, "Pay attention. $MU $NVDA."
He shared a video of Huang and Dell getting interviewed by Bloomberg. During the conversation, the tech duo indicated that the industry is moving beyond traditional semiconductor boom-and-bust cycles.
