$Micron Technology(MU)$
Their pipeline and backlog of business and contracts through 2030 show the strength of this cash machine and the small group of suppliers coming online.
Micron is an American story, with strong backing behind it.
I don't think Apple will be using Chinese memory at scale anytime soon, unless they want to pay millions in tariffs and wipe out any savings. New foundry or competition coming anytime soon? Nope.
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