Buy MU by Aug 2, 2026.

I've been doing research about what kind of bottlenecks that actually last. The story now is not much about GPU any more. It shifts to CPU now as AMD and Intel explode. I do think RAM (HBM) is even more important as agentic AI requires tons of Ram. But eventually ram supply will catch up with demand. Could be years. But the reality is hyperscalers won't keep spending on Capex forever. Same for networking component suppliers like Lite, Cohr, Anet, …