In 2026, Micron is up around 250%, while Nvidia has risen 12%. Micron makes memory chips, which are a commodity highly subject to supply-and-demand forces; a current low supply and high demand has boosted Micron's stock, though the shortage is not expected to last forever. Nvidia’s GPUs have attributes that allow it to charge a premium, and its products are the industry standard in data centers. As long as there is demand for AI computing capacity, Nvidia’s business will stay strong and likely outlast Micron’s demand curve. After the AI build-out, demand to refresh old hardware will create residual demand for Nvidia, making it a solid long-term investment pick. Nvidia is the winner in long-term stability. During Nvidia's latest quarter, it reported 85% year-over-year growth.