Micron and SK Hynix Join the $1 Trillion Club: Investors Are Getting Filthy Rich

Micron Technology just became the fastest company in history to go from a $500 billion to a $1 trillion market cap, doing it in roughly 48 days. SK Hynix is now the twelfth largest company on earth. Samsung is eleventh. TSMC is comfortably above $2 trillion. The memory chip super cycle is going parabolic and I have not made a single move since April 10th. This morning I walk through what that means for long term investors who are already positioned, why I am watching the dopamine hits from the sidelines rather than chasing momentum, and what the Cerebras CEO Andrew Feldman said on the 20VC podcast about why we are not in a bubble this time. I also play a clip from Jeremy Grantham on the Mag 7 and what the shift from monopoly to brutal competition in AI actually means for how you should be positioned. My honest take: own the Nasdaq 100. You cannot pick the winner in this AI war and you probably do not need to.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Micron #MU #SKHynix #Samsung #TSMC #TSM #Semiconductors #SMH #MemoryChips #JeremyGrantham #Cerebras #Mag7 #AIstocks #Nvidia #NVDA #Palantir #PLTR #AppLovin #APP #stockanalysis #marketwatch #RigatoniCapital$MU $NVDA $PLTR $APP $QQQ $SMH $LRCX $FRDM