和氣生財

🔥 Additional Catalysts

- Extreme heat wave hits → Power demand surges → Utilities/energy stocks take off, $GE Vernova(GEV.US) continues to enjoy dual benefits from AI + power

- South Korea's Kospi rebounds → Asian markets have already "ignored the chip crash" and started bottom-fishing

- ECB President Lagarde hints at early departure → Expectations for European easing heat up → Global liquidity positive

- Amazon satellite deployment completed → LEO broadband service to launch within the year → Another tech catalyst

🔮 Why I Still Believe in Micron

1. HBM Supply Can't Meet Demand — NVIDIA, AMD are queuing up to secure supply, capacity is booked until 2027

2. DRAM Cycle Far From Peak — Data center + AI inference demand has just begun

3. $0.60 Dividend + Buyback — The company itself is bottom-fishing

4. Beta 2.14 — Plunges hard, rebounds even harder. This stock is a rollercoaster by nature

5. PE 7 — Can you find another trillion-dollar market cap company with a PE of 7 in the entire market?