When a stock triples in a year, the natural reaction is that you've missed it. But price alone is incomplete information. In this episode, we break down two time-tested investment frameworks — Peter Lynch's PEG ratio and Stanley Druckenmiller's macro discipline — and apply them to four stocks at the heart of the AI infrastructure build: Micron, Sandisk, Corning and Coherent. The conclusion may surprise you: some of these names are still undervalued by the standards of investors who've been doing this for decades. Others have already priced in the destination.