🚨 EXPECTED FREE CASH FLOW GROWTH OVER THE NEXT 5 YEARS The AI boom is no longer just about GPUs. Follow the projected CASH FLOW across the entire AI ecosystem: 🧠 MEMORY & AI CHIPS $MU Micron: +4,797% — AI servers need enormous amounts of high-bandwidth memory, driving demand, pricing and cash generation. SK Hynix: +1,436% — HBM demand from AI accelerators is transforming memory into one of the biggest AI bottlenecks. $AVGO Broadcom: +1,056% — Custom AI accelerators and networking give Broadcom exposure to hyperscaler AI spending. $ARM Arm: +903% — More AI compute and higher-value chip architectures can expand royalty and licensing economics. $AMD AMD: +825% — Growing AI accelerator and data-center CPU adoption could substantially expand cash generation. $NVDA NVIDIA: +554% — Massive AI infrastructure spending continues to support GPUs, networking and the broader CUDA ecosystem. 🏗️ AI CONNECTIVITY & INFRASTRUCTURE $LITE Lumentum: +2,206% — AI clusters require increasingly fast optical connections as thousands of accelerators communicate. $ALAB Astera Labs: +1,329% — AI servers need high-speed connectivity and memory interconnect solutions to move enormous amounts of data. $MRVL Marvell: +719% — Custom silicon, optical connectivity and networking position Marvell inside the AI data-center buildout. $CRDO Credo: +600% — Faster AI networks require high-speed, power-efficient connectivity between servers and accelerators. $CLS Celestica: +472% — Hyperscale AI infrastructure is increasing demand for advanced networking and data-center hardware. $DELL Dell: +212% — Enterprise AI adoption creates demand for AI servers, storage and integrated infrastructure. $VRT Vertiv: +207% — More AI compute means more power distribution, cooling and thermal-management infrastructure. $ANET A