BlockBeats News, June 16th, "White-Haired Stock God" Serenity posted on social media, stating that his previous prediction that Micron Technology ($MU) "might be the next NVIDIA" is coming true, and mentioned that the company's market value has now risen to around $1.23 trillion.
The account looked back and mentioned that since 2025, it has been paying attention to leading storage chip companies such as Samsung Electronics and SK hynix, and in January of this year further increased its allocation to the storage chip theme, including positions in SanDisk ($SNDK) and other related assets.
Serenity stated that his overall performance based on the "memory" (storage chip) theme has been good, and mentioned that the rise in Micron and the storage cycle logic are gradually being confirmed. At the same time, he also mentioned that the iShares MSCI South Korea ETF ($EWY) long strategy has also achieved a significant increase.
