@fairvalue_calculator: THE NEXT MICRON & SANDISK? 🚀 Micron and SanDisk showed just how powerful the AI infrastructure boom can be. But what if you missed the run? 👀 1. CoreWeave (CRWV) Provides GPU cloud infrastructure that companies use to train and run AI models. As demand for AI computing continues to grow, demand for high-performance GPU infrastructure could grow with it. 2. Applied Optoelectronics (AAOI) Develops high-speed optical networking products used to move massive amounts of data inside data centers. The continued expansion of AI data centers could increase demand for high-speed optical connectivity. 3. Rocket Lab (RKLB) More than just rockets 🚀. Rocket Lab is building a broader space business through launch services, satellites, space systems, and defense-related contracts, giving it exposure to the growing space economy. Disclaimer: This content is for educational and informational purposes only and is not financial advice.