中文翻译
$MU 看起来是下一个 Nvidia。当 Nvidia 市值为 4000 亿美元（现超 4.5 万亿美元）时，市场认为 GPU 只是短期周期。如今的存储芯片也是如此。AI 打破了这一周期。凭借与 $INTC 相同的“美国制造”和白宫支持：不要对美光(Micron)想太多。
· 个股论点
类比 Nvidia 历史，看好美光在 AI 存储超级周期中的重估潜力。
英文原文
$MU looks like the next Nvidia. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron. https://t.co/LBhbVjoKGz