Better AI Growth Buy Right Now: Nvidia vs Micron

Nvidia and Micron are both benefiting from the AI boom with over 1,000% gains in five years. Nvidia leads in GPU compute power and is expanding into the CPU market, while Micron dominates memory and storage—both critical for AI. Though Micron has surged 240% this year versus Nvidia's 9%, and trades at a cheaper valuation (16x vs 22x forward earnings), the analyst recommends Nvidia as the better buy due to Micron's steep run-up and rising valuation suggesting potential pullback risk.