$Lite 做光模块是英伟达供应商,国内新易盛都拉到300亿美金,lite是美区供应商才不到100m.
$TEM 做解放医疗数据给ai训练的生意.
$MU 天量级“AI推理端算力需求”,催生爆炸式HBM存储系统需求.
$ATNF 做借债融资买eth,不是bmnr和sbet这种卖股融资的币股公司,最像mstr.
对买股的散户是一种保护.
以上四个是我最近最看好的美股🙏




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