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2408
📋 Comparative analysis of risk and upside: $MU is less volatile due to geopolitics, while Nanya (2408) offers higher upside due to smaller market cap
medium convictionFirst mentioned Jan 28, 2026
Comparative analysis of risk and upside: $MU is less volatile due to geopolitics, while Nanya (2408) offers higher upside due to smaller market cap. Portfolio weighting differs accordingly.
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entry Jan 28, 2026
Thesis Lifecycle
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openedJan 28, 2026
Nanya is the last man standing in legacy DRAM, benefiting from supply shortages and price hikes as competitors exit the market, leading to strong financial performance and a low forward P/E.
source ↗📝
updatedJan 28, 2026
Comparative analysis of risk and upside: $MU is less volatile due to geopolitics, while Nanya (2408) offers higher upside due to smaller market cap. Portfolio weighting differs accordingly.
source ↗💤
dormantMay 29, 2026
No qualifying thesis event for 45+ days.