$Micron Technology(MU)$ Hah! W

$Micron Technology(MU)$ Hah! With all stocks in our portfolio, they are all high conviction holdings from my perspective.

With regard to MU, I articulated in detail when I was accumulating MU the specific financial metrics that made me find MU an extremely compelling buy under $90. I think my point, notwithstanding my generalized universal verbiage, is that MU is not as much of a bargain as it was last week. But still worth owning at its current price.

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