Total Assets
Traded Value$Micron Tech(MU.US)$Sandisk(SNDK.US)Memory is pure hype, a cyclical stock in low-end manufacturing with no technological barriers pretending to be a high-growth stock with a moat. Expanding production capacity can solve the problem, buying such stocks and hanging them at the top of the mountain will take more than 20 years to break even. Only fools buy, I never buy, the only true god of AI, Google$Alphabet - C(GOOG.US)Others are all pure hype. No business model yet and they start bragging$NVIDIA(NVDA.US)$Tesla(TSLA.US)$Apple(AAPL.US)$Oracle(ORCL.US)
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