$Sandisk(SNDK.US) The cloud business growth directly drives the core hardware sectors including servers/AI servers, storage devices, network communication, and data center infrastructure. US-listed beneficiary companies are mainly leaders and core suppliers in these sectors.

I. Corresponding Hardware Sectors (Core)

• Servers/AI Servers: General-purpose servers, AI acceleration servers (with GPU/ASIC), which are the core of computing power.

• Storage Hardware: HBM, DRAM, enterprise HDD/SSD, handling explosive data growth.

• Network Communication: 800G/1.6T optical modules, high-speed switching chips, NICs, supporting intra- and inter-regional data center transmission.

• Data Center Infrastructure: Power supply, liquid cooling, precision air conditioning, etc., ensuring stable operation.

II. US-listed Beneficiary Companies (Core Targets)

• NVIDIA (NVDA): Leader in AI acceleration GPUs, Blackwell platform driving HBM and server demand, deeply tied with cloud providers.

• AMD (AMD): EPYC CPUs and Instinct GPUs accelerating penetration into cloud data centers, AI computing demand driving revenue growth.

• Seagate (STX)/Western Digital (WDC): Benefiting from cloud providers' nearline storage expansion, surging demand for high-capacity HDDs.

• Broadcom (AVGO): Tomahawk6 switching chips, custom AI ASICs, supporting AI server and network upgrades.

• Dell Technologies (DELL): Leader in server systems, core supplier for cloud and enterprise data center expansion.

• Micron (MU): Core supplier of HBM and DRAM, key beneficiary of AI server and storage upgrades.

• Lumentum (LITE): Leader in 800G/1.6T optical modules, order growth driven by high-speed cloud data center interconnects.

Do you need me to prioritize the above US-listed stocks based on "short-term elasticity/medium-term growth/long-term moat" and list key catalysts?