wubbie
09-10

$Micron Technology(MU)$ I've done well w/ the MU cycles over the last 5-6 years. Missed out on the top with the AI (tulip) craze and only sold a portion of the stock. Just the other week people were suggesting buying in at ~$98. Glad I held off. Although the top of $153 was so short term (tulip craze) I might call the top at ~$140 and wait for a slightly lower dip. In any event, can't do much harm between $70-78 absent a significant event (e.g. NVDA rejects their HBM). They do seem to be producing a fair amount of new types of memory modules so they are not sitting on their laurels (where does that come from? will have to ask one of the AI products)

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