$Micron Tech(MU.US) held for 2 years without moving, position locked
It appears that for the next decade, the core sectors with the greatest potential for long-term compound interest and social mobility are as follows:
AI Computing Power Chips
1. NVIDIA $NVIDIA(NVDA.US) : The absolute leader in AI GPUs, the core hardware for training major models, and the fundamental infrastructure of the AI era.
2. AMD $AMD(AMD.US) : The second-largest AI chip manufacturer in the industry, continuously gaining market share with high cost-effectiveness.
3. Broadcom $Broadcom(AVGO.US) : Focused on AI networking and custom chips, a key supplier for the computing power infrastructure of leading tech companies.
4. Marvell $Marvell Tech(MRVL.US) : A leader in high-speed interconnect chips, ensuring data transmission for AI servers.
5. Intel $Intel(INTC.US) : Pushing forward in AI chips and foundry services, showing considerable growth potential post-transformation.
6. Micron $Micron Tech(MU.US) : A major supplier of HBM high-bandwidth memory, with performance growth directly driven by computing power expansion.
Storage & Optical Communication
7. Sandisk $Sandisk(SNDK.US) , 8. Western Digital $Western Digital(WDC.US) : Global storage giants, meeting the massive data storage demands of AI.
8. Corning $Corning(GLW.US) : A leader in optical communication and specialty glass, a critical supplier for high-speed connectivity in data centers.
9. Applied Optoelectronics $Applied Optoelectronics(AAOI.US) : A dark horse in optical modules, deeply benefiting from the wave of computing power expansion.
Semiconductors & Data Center Support
11. Navitas Semiconductor $Navitas Semiconductor(NVTS.US) : A representative of third-generation semiconductors, with power solutions adapted for AI data centers.
12. Vertiv $Vertiv(VRT.US) : A leader in data center cooling, a key supporting element for stable computing power operation.
13. Super Micro Computer $Super Micro Computer(SMCI.US) , 14. Dell Technologies $Dell Tech(DELL.US) : Mainstream AI server manufacturers, closely following the trend of computing power construction.
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