下半年，继续POSITIVE ON $美光科技(MU)$ .昨天公司 raises guidance on revenue & EPS, forward EPS less than 10 with 30% CAGR in next 5 years. plus TRUMP administration tarriff protectionism. (against SAMSUNG & 海力士）

The cheapest one on AI play.

The fastest growth companies on AI play with +150% growth rate $Credo Technology(CRDO)$ $Astera(ALAB)$