Regarding U.S. stock investments, someone wrote a sentence on Zhihu in January: "Whatever AI lacks, you invest in that." Now, four months later, the speed of validation for this statement is truly fast, comparable to Brother Sun's investment quotes at the time. His timeline: buy storage (MU) now, buy CPUs (INTC) in a few months, buy power generation (GEV) in a year, buy physical limits in a few years. Let's review. MU rose from 80 to 746 in one year.

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