Stephanie Link Loads Up on NVDA, MU: 'Nvidia Will Always Dominate the GPU Market'

Stephanie Link is capitalizing on recent semiconductor pullbacks to secure long-term positions in compute and memory. Swapping Marvell for Micron Link’s strategic rotation began by locking in profits on Marvell Technology Inc. (NASDAQ: MRVL ) . “I sold Marvell because I was up over 100%,” Link explained, noting that investors should take gains when available. “We are short memory, we are short compute,” Link said, emphasizing how this supply imbalance grants Micron massive pricing power , with average selling prices soaring 60% in DRAM and 80% in NAND. She estimates the company holds roughly $40 per share in long-term cycle earnings power. Loading Up on Nvidia Alongside Micron, Link initiated a buying phase for Nvidia , citing the stock’s recent lag as a...