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$MU 2X Long ETF(MUU.US)

Micron has been quite interesting with all the AI and memory hype. There is upside if trend is right, but definitely not something I’d hold too casually.

$XL2CSOPHYNIX(07709.HK)

Looks quite attractive only if you’re bullish on the AI and memory trend. I feel it’s more for short-term trading than holding for long.

$BYD COMPANY(01211.HK)

BYD still looks quite solid to me. Sales are strong and they seem to be expanding quite aggressively, but I’m curious whether all the competition and price cuts will start hurting margins more...