Earnings per share projections indicate over $30('26) and above $35('27). $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , $Broadcom(AVGO)$ all remain below $10. Eventually earnings will transcend conventional cyclical narratives. Contemplated partial profit-taking, yet struggle to identify more compelling alternatives than $Micron Technology(MU)$ in the near term. Open to suggestions.
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