$Micron Technology(MU)$  I believe there is more than enough demand in the market to sustain multiple big players to achieve significant growth, whether the demand is sustainable, meaningful and continuous would be another matter.

I still hold the stance that the AI bubble is real and will eventually pop, when that happens, these companies will go under if they did not plan their exit strategy well. If they only have this AI frenzy as their long term plan, then they should really go down with the ship for their competitors who have a healthy and realistic view to takeover.

I am happy to cash in on the short to medium term profits to avoid any huge consequences from the bubble bursting. I remain convinced that some companies are lying to themselves about how much further they can go and trying to persuade the market that there is no bubble which would be extremely naive, unless is a charade on their part.