skippix
06-29

These 15 stocks are strong buys:

1) Micron $Micron Technology(MU)$ 

2) Sandisk $SanDisk Corp.(SNDK)$ 

3) Credo $Credo Technology Group Holding Ltd(CRDO)$ 

4) Lumentum $Lumentum(LITE)$ 

5) NVIDIA $NVIDIA(NVDA)$ 

This list covers some of the most critical layers of AI infrastructure: memory, networking, photonics, and compute.

$Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  are benefiting from surging demand for HBM and enterprise storage. $Credo Technology Group Holding Ltd(CRDO)$  is a major beneficiary of high-speed AI data center connectivity. $Lumentum(LITE)$  is leveraged to the 800G and 1.6T optical upgrade cycle. $NVIDIA(NVDA)$  remains the core pricing power behind the AI compute ecosystem.

The AI investment story is shifting from “who uses AI” to “who enables AI.” As long as compute demand keeps rising, these companies should remain key beneficiaries.

Which name do you think leads the next leg higher: $NVIDIA(NVDA)$ , or the underappreciated stories in $Credo Technology Group Holding Ltd(CRDO)$  and $Lumentum(LITE)$ ?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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