Micron Technology ( MU ) is currently one of the most in-demand companies, as its memory technology is crucial for many AI applications. I also see 2026 as a year in which MicronMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially deliver tenf ...

Group 1 - Micron Technology is in high demand due to its memory technology being essential for various AI applications [1] - The focus is on identifying high-quality companies that can reinvest capital for significant returns, aiming for a long-term capital compounding capability [1] - A conservative investment strategy is primarily adopted, with occasional pursuit of favorable risk-reward opportunities to maintain portfolio stability [1] Group 2 - The article emphasizes the importance of a long-term perspective in investing, suggesting it may yield higher returns compared to short-term holdings [1]