$Micron Technology(MU)$ huge upside potential for MU. Demand for DRAM and NAND are real for AI. We are at the beginning phase of adoption, and it will need more memories to growth and it will eventually goes to PC and mobile to have even Kore memories. This is the only US companies that has both DRAM and NAND. Long term wise, expecting price to goes above $140 The demand for AI is not only on server or enterprise, it will eventually goes to consumer
$Grab Holdings(GRAB)$ Business continue to be good, and people are taking private hire. Super apps works as people are sticking to this platform. Management need to find a way to drive for efficiency as well as turn over. Experience with their customer service is slow in response which is an area that Grab could improve on to have better, fast and efficient customer service which will helps customer experience