Rate Of Return$Micron Tech(MU.US)$GE Vernova(GEV.US)
These two stocks are very similar, both driven up by AI.
Micron has risen too fast and needs to take a breather. Although there's the shadow of war now, from Trump's statement last night, it's clear he's scared again. So the war will definitely end in a market-friendly way. Waiting for Micron's P/E ratio.
If Micron is a cyclical stock, I can't understand why GE Vernova isn't a cyclical stock. It's driven by data center demand, and both are constrained by data center construction.
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