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If you're still playing the US stock market this way, you might be a step late again.
In this round of AI market, the real key word is not "computing power," but "the bottleneck behind computing power."
Currently, I am focusing on three directions:
First, storage.
AI servers don't just require GPUs.
The larger the model and the more inference needed, the greater the demand for HBM, DRAM, and NAND.
That's also why Micron has been continuously pursued by investors recently.