MU directional thesis
Micron has gone from a couple hundred to a thousand bucks yet still trades at a single-digit multiple, and any 10 to 20% dip is just routine consolidation, not the top.
“We could have 10 to 20% pullbacks in the semiconductor stock as just like run-of-the-mill consolidation. Yeah. Yeah. Right. Run-of-the-mill consolidation. I mean, Micron has gone from a couple hundred bucks to $1,000.”119:07claim_id
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