$Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ SMCI reports in 2 days. Build out of AI infrastructure will go on for years to come. AI / ML already empowering all key products of Big Tech including cloud. MU ships new gen products for AI data centers and will benefit BIG time from the new cycle of tech evolution. 8x P/E 2025F: wont stay here for long.
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